Automate Slack and Email Notifications for New Airtable Records Using Pabbly Connect

Learn how to automate sending notifications on Slack and email for new Airtable records using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send notifications on Slack and email for new Airtable records automatically, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Simply visit Pabbly.com/connect and sign up for a free account if you are a new user.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘New Airtable Record Notifications’ to keep track of its purpose easily.

2. Setting Up Trigger for New Records in Airtable

The next step involves setting up the trigger in Pabbly Connect to monitor new records in Airtable. Select Airtable as your trigger application and choose the event ‘New Record’ to initiate the workflow whenever a new record is added.

To connect Airtable with Pabbly Connect, you will need an API token. Follow these steps to get your token:

• Go to Airtable’s API page and create a new token.
• Select the necessary scopes: ‘data.records.read’, ‘data.records.write’, and ‘data.comments.read’.
• Copy the token and paste it into Pabbly Connect.

After connecting, select the specific base and table from Airtable where new records will be added.

3. Configuring Slack Action for Notifications

Once the trigger is set, the next step is to configure Slack to send notifications. In Pabbly Connect, choose Slack as your action application and select the action event ‘Send Channel Message’. This will allow you to post a message in a specific Slack channel whenever a new record is created.

To connect Slack with Pabbly Connect, you will need to authorize the application. Click on the ‘Connect with Slack’ button and follow the prompts to grant access. After successful authorization, select the channel where you want to send the notifications. You can customize the message by including details from the Airtable record using the mapping feature.

4. Setting Up Email Notifications Using Gmail

In addition to Slack notifications, you can also send email updates using Gmail. In Pabbly Connect, add another action step and select Gmail as the application. Choose the action event ‘Send Email’ to configure the email notifications.

Connect your Gmail account by authorizing Pabbly Connect to access your email. Enter the recipient email addresses, subject, and body of the email. You can map fields from the Airtable record to personalize the email content. This ensures that every time a new record is added, both Slack and email notifications will be sent automatically.

5. Testing and Activating Your Workflow

After configuring both Slack and Gmail notifications, it’s time to test your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to ensure that everything is functioning correctly. Check your Slack channel and email inbox to confirm that the notifications are received as expected.

If the test is successful, activate your workflow. From now on, every time a new record is added to Airtable, Pabbly Connect will automatically send notifications to both Slack and the specified email addresses, keeping your team updated in real time.

Conclusion

This tutorial has shown you how to automate sending notifications on Slack and email for new Airtable records using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that your team stays informed about new tasks and updates. Start using Pabbly Connect today to enhance your productivity!