How to Send Slack Messages for New Pages Accepted in Qwilr Using Pabbly Connect

Learn how to automate Slack notifications for accepted business proposals in Qwilr using Pabbly Connect. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Qwilr and Slack Integration

To begin the automation process, you need to access Pabbly Connect. This platform enables seamless integration between Qwilr and Slack. Start by signing up for a free account on Pabbly Connect to get your automation tasks started.

After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Qwilr to Slack Automation’. This naming helps in identifying your workflow easily later on. Once named, click on the ‘Create’ button to proceed.

2. Trigger Setup in Pabbly Connect for Qwilr

In this section, you will set up the trigger for your workflow in Pabbly Connect. Select the Qwilr application as your trigger application, as it will initiate the workflow when a proposal is accepted. Choose the trigger event called ‘Project Accepted’.

Next, click on the ‘Connect’ button to establish a connection. You will need to add a new connection by providing your Qwilr API key, which can be found in your Qwilr account settings. To retrieve the API key, navigate to your Qwilr dashboard, click on the profile icon, and select ‘Account Settings’. Scroll down to find the API section and copy the key to paste it into Pabbly Connect.

3. Testing the Trigger in Pabbly Connect

After connecting your Qwilr account, it’s time to test the trigger within Pabbly Connect. To do this, manually accept a business proposal that you have created in Qwilr. This acceptance will generate a test response that will be captured in Pabbly Connect, confirming that the trigger works correctly.

• Open your proposal in Qwilr.
• Click on the ‘Accept’ button.
• Fill in the required details and submit.

Once you have accepted the proposal, return to Pabbly Connect to check the response section. You should see the details of the accepted proposal, which confirms that the trigger is functioning properly.

4. Setting Up Action in Pabbly Connect to Send Slack Messages

Now that your trigger is set up, you need to configure the action in Pabbly Connect to send a message to Slack. Search for the Slack application in the action step and select it. Choose the action event as ‘Send Channel Message’.

Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to connect your Slack account. Choose the token type as ‘User’ for appropriate permissions and allow access to your Slack workspace. After connecting, select the channel where you want to send the messages, such as ‘my business’.

5. Customizing the Slack Message in Pabbly Connect

In this final step, you will customize the message that will be sent to your Slack channel using Pabbly Connect. In the message field, type a standard notification message for your team, such as ‘Hello team, we just got our business proposal named [Proposal Name] accepted’. You can dynamically insert the proposal name using the data captured from the trigger step.

• Map the proposal name from the trigger data.
• Include acceptor details like name and email.

After setting up the message, click on ‘Save and Send Test Request’ to verify if the message is sent to your Slack channel. Check your Slack channel to confirm that the message appears as intended. This completes the automation setup, allowing your team to receive real-time notifications whenever a proposal is accepted.

Conclusion

In this tutorial, we demonstrated how to automate Slack notifications for accepted business proposals in Qwilr using Pabbly Connect. This integration allows for efficient communication within your team, saving time and ensuring everyone stays informed about crucial business updates.