How to Notify Your Team About New Teamleader Contacts on Mattermost Using Pabbly Connect

Learn how to integrate Teamleader with Mattermost using Pabbly Connect to notify your team about new contacts automatically. 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. Accessing Pabbly Connect for Integration

To begin, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser’s address bar and hit enter. This will direct you to the Pabbly Connect dashboard where you can either sign in or sign up for a new account.

If you don’t have an account, signing up is free and gives you access to 100 free tasks each month, allowing you to explore various integrations. Once logged in, click on the ‘Create Workflow’ button to initiate the integration setup.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see options to create a new workflow. Name your workflow, for example, ‘Teamleader to Mattermost’. This name helps identify the workflow’s purpose easily.

In the workflow setup, you will find two windows: the trigger and the action. The trigger indicates an event that starts the automation, while the action represents what happens as a result. For this integration, select ‘Teamleader’ as the trigger app and choose the event ‘New Contact’ to proceed.

• Select ‘Teamleader’ as the trigger application.
• Choose ‘New Contact’ as the trigger event.
• Connect your Teamleader account to Pabbly Connect.

Once connected, save the workflow and proceed to test the trigger by adding a new contact in your Teamleader account, which will send data to Pabbly Connect.

3. Testing the Trigger with a New Contact

To verify the integration, add a new contact in your Teamleader CRM. Fill in the essential fields such as first name, last name, email, and mobile number. After saving the contact, Pabbly Connect will capture this data. using Pabbly Connect

Once you save the new contact, return to your Pabbly Connect dashboard. You should see a response indicating that the contact data has been successfully received. This confirms that the trigger is functioning correctly.

• Add a contact in Teamleader with details like name and email.
• Verify that Pabbly Connect receives the new contact data.
• Check the response in Pabbly Connect for accuracy.

This step ensures that the workflow is correctly set up to capture new contacts added to Teamleader.

4. Setting Up Action to Notify Mattermost

Next, you will set up the action to send a notification to Mattermost. In the action step of Pabbly Connect, select Mattermost as the application. Choose the action event ‘Create a Post’ to enable notifications in your Mattermost channel. using Pabbly Connect

To connect Mattermost, you will need to provide a personal access token and Mattermost URL. Make sure to enable personal access tokens in your Mattermost settings under the integration management section. After entering the required information, save the connection.

Select ‘Mattermost’ as the action application. Choose ‘Create a Post’ as the action event. Enter the access token and URL for Mattermost.

After saving, you can map the data from the Teamleader contact to the message that will be posted in Mattermost. This allows your team to receive real-time updates about new contacts.

5. Finalizing the Automation and Testing

In this final step, you will finalize the automation setup. Create a message template for the Mattermost post, including relevant details such as the new user’s name, email, and contact number. Once you have crafted the message, save and test the action.

After testing, check your Mattermost channel to see if the notification appears correctly. This confirms that the integration between Teamleader and Mattermost via Pabbly Connect is working as intended.

To summarize, you have successfully set up an automation that notifies your team on Mattermost whenever a new contact is added in Teamleader. This integration streamlines communication and ensures that your team stays informed.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications for new contacts added in Teamleader to your Mattermost channel. This integration enhances team communication and keeps everyone updated efficiently.