How to Notify Your Team on Slack to Send Gifts to Clients After Onboarding Using Pabbly Connect

Learn how to automate notifications for sending gifts to clients after onboarding using Pabbly Connect and Slack. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate notifications for sending gifts to clients after onboarding, you first need to set up Pabbly Connect. Begin by visiting the Pabbly Connect landing page and signing up for a free account. This account will allow you to create automation workflows seamlessly.

After signing in, you will land on the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate your automation setup. You can name your workflow something like ‘Notify Team for Client Gifts’. This will help you easily identify the workflow later.

2. Creating the Trigger Integration with Jotform

In the workflow setup, the first step is to create a trigger. For our use case, the trigger will be the submission of the onboarding form created in Jotform. Select Jotform as your trigger application in Pabbly Connect and choose the event as ‘New Response’. This will allow Pabbly Connect to capture the form submissions.

• Search for Jotform in the application list.
• Select the ‘New Response’ trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Jotform dashboard. Open the onboarding form you created, go to the settings, and find the Integrations tab. Here, you will add the webhook URL to connect Jotform with Pabbly Connect. Once the integration is set, Pabbly Connect will be ready to capture responses from the form.

3. Capturing Response Data from Jotform

After integrating the webhook URL in Jotform, it’s time to test the connection. Fill out the onboarding form as a demo client to simulate a submission. Once you submit the form, Pabbly Connect will capture this data in real-time.

Check the Pabbly Connect workflow to see if the response has been captured. You should see all the details filled in the form, such as client name, email, and business name. This data will be crucial for sending notifications to your team.

4. Delaying Notification for One Month

To ensure that your team receives a notification after one month of onboarding, you will need to add a delay in your workflow. In Pabbly Connect, use the Delay feature to hold the workflow for 30 days. Select ‘Delay’ from the action options and set it to 30 days.

• Choose ‘Delay’ from action options.
• Set the delay time to 30 days.
• Click ‘Save and send test request’ to confirm.

This delay will ensure that after the client has been onboarded, the system will wait for one month before sending a notification message to your Slack channel.

5. Sending Notifications to Slack

The final step is to send a notification to your team on Slack. In Pabbly Connect, add a new action step and select Slack as the application. Choose ‘Send Channel Message’ as the action event, allowing you to notify your team.

You will need to connect your Slack account by adding a new connection. Choose the token type (User or Bot) based on your preference and allow Pabbly Connect the necessary permissions. After connecting, select the appropriate channel where the notification will be sent.

Conclusion

Automating notifications for sending gifts to clients after onboarding is made easy with Pabbly Connect. By following the steps outlined, you can ensure your team is always informed and ready to enhance client retention through thoughtful gestures. Start using Pabbly Connect today to streamline your workflows.