Learn how to integrate Pabbly Connect with Slack using Pabbly Connect for automatic notifications upon form submissions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To start sending Pabbly Form Builder responses to Slack, you first need to access Pabbly Connect. Open your browser and type Pabbly.com. From the homepage, navigate to the ‘Products’ section and select Pabbly Connect.
If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.
2. Create a Workflow in Pabbly Connect
After accessing Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow, such as ‘Send Pabbly Form Builder Responses to Slack’. This naming helps in easily identifying the workflow later.
In the workflow setup, you will see a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, you want the trigger to be a new form submission from Pabbly Form Builder.
- Click on the trigger window and select Pabbly Form Builder.
- Choose the trigger event as ‘New Form Submission’.
- Copy the webhook URL provided for the next step.
Now, you will need to set up this webhook URL in your Pabbly Form Builder account to capture responses.
3. Set Up Webhook in Pabbly Form Builder
Navigate to your Pabbly Form Builder dashboard and click on the ‘Integrations’ option. From there, find the ‘Webhooks’ option and click on the plus sign to create a new webhook.
Paste the copied webhook URL from Pabbly Connect into the designated field and click on ‘Save’. This action links your form submissions to the workflow you created in Pabbly Connect.
- Ensure the webhook is saved successfully.
- Return to Pabbly Connect and click on ‘Capture Webhook Response’.
This allows you to capture the details of the form submission for the next steps in your workflow.
4. Test Form Submission and Configure Slack
To test the integration, go back to your Pabbly Form Builder and fill out the form with sample data. For example, enter a name like ‘Adam Smith’, an email, and other required fields, then submit the form.
Return to Pabbly Connect to see the captured response. This response will include all the details you submitted. Now, move to the action window and select Slack as the application to send messages.
Choose the action event as ‘Send Channel Message’. Connect your Slack account by clicking on ‘Connect’ and follow the prompts to authorize.
After connecting, select the channel where you want to send the messages, such as ‘Pabbly Team’.
5. Map Data and Finalize Integration
In the message field for Slack, you can customize the notification message. For instance, you might write, ‘Hello team, we have received a new application from {name}.’ Ensure you map the relevant fields from the form submission to the message.
After configuring the message, click on ‘Save and Send Test Request’. This sends a test message to your Slack channel. Check your Slack channel to verify that the message has been received correctly.
Finally, save your workflow in Pabbly Connect. This ensures that your integration is active and will automatically send notifications for future form submissions.
Conclusion
By using Pabbly Connect, you can effortlessly send Pabbly Form Builder responses to Slack. This integration automates notifications, ensuring your team stays updated with new submissions in real-time. Start automating your workflows today!
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