How to Send Slack Messages for SavvyCal Events Using Pabbly Connect

Learn how to automate sending Slack messages for SavvyCal events using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 SavvyCal and Slack Integration

To automate sending Slack messages for SavvyCal events, you first need to access Pabbly Connect. This platform enables seamless integration between various applications, including SavvyCal and Slack. Start by signing up for a free account on Pabbly Connect, which you can do by following the link provided in the description.

Once you are logged into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something descriptive, like ‘SavvyCal to Slack’. After naming your workflow, click on ‘Create’ to proceed to the next steps.

2. Configuring the Trigger with SavvyCal in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, search for and select SavvyCal as your trigger application. Then, choose the trigger event from the dropdown menu. This event will be used to initiate the automation process whenever a new appointment is booked in SavvyCal.

• Select SavvyCal from the app list.
• Choose the trigger event related to new bookings.
• Copy the webhook URL provided by Pabbly Connect.

After obtaining the webhook URL, go to your SavvyCal account settings. Under the integration section, paste the webhook URL to connect SavvyCal with Pabbly Connect. This setup ensures that every time an appointment is scheduled, the details will be sent to Pabbly Connect automatically.

3. Testing the Event Creation in SavvyCal

With the trigger configured, it’s time to test the integration. Open your SavvyCal scheduling link and create a test appointment. Fill in the necessary details such as name, email, and mobile number, then schedule the appointment. This action will send the appointment details to Pabbly Connect, allowing you to verify that the integration is working correctly.

Once the test booking is made, return to Pabbly Connect and check the responses received. You should see the details of the appointment, including the event type, start date, and client information. This confirms that your connection between SavvyCal and Pabbly Connect is successful.

4. Setting Up the Action to Send Messages in Slack

Now that you have successfully tested the trigger, the next step is to set up the action that will send messages to Slack. In the action window of Pabbly Connect, search for Slack and select it as your action application. Choose ‘Send Channel Message’ as the action event.

• Connect your Slack account with Pabbly Connect.
• Select the channel where you want the message to be sent.
• Map the message fields with the data received from SavvyCal.

In the message field, you can customize the content of the Slack message, including the client’s name, email, and appointment details. After setting up the message format, test the action to ensure that the message is sent to the designated Slack channel correctly.

5. Final Testing of the Automation Workflow

After configuring both the trigger and action, it’s essential to perform a final test of your automation workflow in Pabbly Connect. Schedule another test appointment in SavvyCal to see if the details are sent to Slack as expected. This step is crucial to confirm that the integration works seamlessly.

Once you schedule the appointment, check your Slack channel for the message. If everything is set up correctly, you should see a notification detailing the new appointment. This final check ensures that your automation is functioning perfectly, allowing your team to stay updated on new bookings.

Conclusion

In this tutorial, we explored how to send Slack messages for SavvyCal events using Pabbly Connect. By following these steps, you can automate the process of notifying your team about new appointments, enhancing communication and efficiency. With Pabbly Connect, integrating applications like SavvyCal and Slack is straightforward and effective.