How to Collect Employee Benefit Requests Using Pabbly Connect

Learn how to automate employee benefit requests using Pabbly Connect with Typeform, Airtable, and Slack in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Employee Benefit Requests

To collect employee benefit requests effectively, you need to set up Pabbly Connect. Start by visiting the Pabbly Connect landing page to create your account. Once registered, log in and navigate to the dashboard. Click on the ‘Create Workflow’ button to begin the automation process.

Here, you can name your workflow, such as ‘Employee Benefit Request Automation.’ After naming, click on the ‘Create’ button to access the workflow page where you will set up the trigger and action modules. Remember, Pabbly Connect serves as the core platform that will facilitate the integration of various applications.

2. Integrating Typeform with Pabbly Connect

In this section, you will connect Typeform to Pabbly Connect to receive employee benefit requests. Click on the trigger module and select Typeform as the application. Choose the trigger event as ‘New Entry’ and click the connect button.

• Select ‘Add New Connection’ and connect with Typeform.
• Authorize your Typeform account by clicking ‘Accept’.
• Choose the form you created for employee benefit requests.

After selecting your form, click on ‘Save and Send Test Request’ to initiate a test submission. This step allows you to ensure that Pabbly Connect correctly captures the data from Typeform.

3. Sending Data to Airtable via Pabbly Connect

Once the Typeform integration is complete, the next step is to send the captured data to Airtable using Pabbly Connect. For this, add an action module and select Airtable. Choose the action event as ‘Create Record’ and click the connect button.

• Select ‘Add New Connection’ and input your Airtable API key.
• Choose the base where you want to store the employee benefit requests.
• Map the fields such as name, request, email address, and employee number.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is correctly sent to Airtable. This integration ensures that every employee request is recorded automatically, showcasing the efficiency of Pabbly Connect.

4. Notifying Slack Users with Pabbly Connect

To complete the workflow, you will notify the relevant Slack user about the new employee benefit request. In Pabbly Connect, add another action step and select Slack. Choose the action event as ‘Send Direct Message’ and connect to your Slack account.

You will need to select the user who will receive the notification and compose a message that includes the details of the request. For example, your message could say, ‘Hello, we have received a new employee benefit request from [Employee Name].’ Ensure to map the employee’s name and request details into the message.

After setting up the message, click on ‘Save and Send Test Request’ to check if the Slack notification is successfully sent. This step emphasizes how Pabbly Connect streamlines communication within your organization.

5. Conclusion: Automating Employee Benefit Requests with Pabbly Connect

In conclusion, using Pabbly Connect to automate the collection of employee benefit requests enhances efficiency and ensures that no request goes unnoticed. By integrating Typeform, Airtable, and Slack, you create a seamless workflow that saves time and improves employee satisfaction.

By following the steps outlined in this tutorial, you can easily set up your automation and focus on what matters most—supporting your employees. Start using Pabbly Connect today to transform your employee benefit request process.