How to Send Slack Channel Messages for 3veta Bookings Using Pabbly Connect

Learn how to integrate 3veta with Slack using Pabbly Connect to automate booking notifications. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To send Slack channel messages for 3veta bookings, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you are a new user, click on the ‘Sign Up Free’ button to create an account quickly. Once logged in, navigate to the all apps section to find Pabbly Connect.

After accessing Pabbly Connect, you will see a dashboard where you can create a new workflow. Click on the plus sign to initiate the workflow creation process. Name your workflow, for example, ‘3veta to Slack Integration,’ and click on ‘Create’ to proceed.

2. Set Up the Trigger for 3veta

In this step, we will set up the trigger for the integration. Select the application name as ‘3veta’ and the trigger event as ‘New Booking’. Click on ‘Connect’ to establish a connection through Pabbly Connect. If it’s your first time connecting, you will need to enter your 3veta username and password to authorize the connection.

• Select ‘3veta’ as the application.
• Choose ‘New Booking’ as the trigger event.
• Click on ‘Save and Send Test Request’ to capture the response.

Once you have successfully connected your 3veta account to Pabbly Connect, create a test booking to capture the booking details. This step is crucial as it allows Pabbly Connect to receive the necessary data for the next steps.

3. Format Date and Time for Slack Message

After capturing the booking details, the next step is to format the date and time for the Slack message. In Pabbly Connect, add a new action step and select the application as ‘Date and Time Formatter’. Choose the action event as ‘Format Date with Time Zone’ and click on ‘Connect’.

• Map the meeting start date and time captured from the previous step.
• Select the format you want to convert to, such as DDM and YY.
• Specify the time zone as Asia/Kolkata for accurate timing.

Once you have set the formatting options, click on ‘Save and Send Test Request’. This will allow you to verify that the date and time are correctly formatted for your Slack message. After this, you will have all the necessary details to send a message to your Slack channel using Pabbly Connect.

4. Send Message to Slack Channel

Now that you have the booking details formatted, it’s time to send the message to your Slack channel. Add another action step in Pabbly Connect and select ‘Slack’ as the application. Choose the action event as ‘Send Channel Message’ and click on ‘Connect’.

You will need to authorize Pabbly Connect to access your Slack workspace. Once connected, select the channel where you want the message to be sent. Customize your message by including the booking details such as date, time, customer name, and email address. For example, you can format your message like this: ‘Hello team, please find the new booking details: [Date and Time], [Customer Name], [Email Address].’

5. Test and Save Your Workflow

After setting up the Slack message, it’s essential to test your entire workflow to ensure everything is functioning correctly. Create another booking in 3veta to trigger the integration. Monitor your Slack channel to see if the message appears as expected.

If the message is successfully sent to your Slack channel, you can now save your workflow in Pabbly Connect. This will ensure that every time a new booking is made in 3veta, the details are automatically sent to your Slack channel without any manual intervention.

Conclusion

In conclusion, integrating 3veta with Slack using Pabbly Connect allows for seamless communication regarding booking details. By following the steps outlined in this tutorial, you can automate your workflow effectively, ensuring your team stays updated with new bookings promptly.