How to Send Slack Notifications for AITable.ai Form Submissions Using Pabbly Connect

Learn how to send Slack notifications for AITable.ai form submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send Slack notifications for AITable.ai form submissions, first access Pabbly Connect. This powerful integration platform allows you to automate tasks seamlessly between applications.

Visit the Pabbly Connect homepage at Pabbly.com/connect. Here, you can either sign up for a free account or log in if you’re an existing user. New users can access 300 tasks monthly to explore the software.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. This will initiate the process of setting up your automation.

• Name your workflow as ‘Send Slack Notification for AITable.ai Form Submissions’.
• Select a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click the ‘Create’ button to proceed. This step sets the stage for defining your trigger and action within the automation.

3. Setting Up AITable.ai as the Trigger Application

In this step, you will set AITable.ai as the trigger application in Pabbly Connect. Click to select AITable.ai as your trigger application and choose the event as ‘New Form’.

Next, you need to connect your AITable.ai account. Click on ‘Connect’, then select ‘Add New Connection’. You will be prompted to enter your API token. To obtain this, log into your AITable.ai account, navigate to your profile, and generate the API token under the developer settings.

• Copy the API token and paste it into Pabbly Connect.
• Select the space and the data sheet you created in AITable.ai.
• Choose the form associated with the data sheet.

After saving the settings, perform a test submission to confirm that the trigger is set up correctly. This will allow you to receive the response data in Pabbly Connect.

4. Configuring Slack as the Action Application

Now that you have set AITable.ai as the trigger, it’s time to configure Slack as the action application in Pabbly Connect. Select Slack and choose the action event as ‘Send Channel Message’.

To connect your Slack account, click on ‘Connect’ and select ‘Add New Connection’. Enter the token type as ‘User’ and click ‘Save’. You will need to authorize Pabbly Connect to access your Slack account.

Select the channel where notifications will be sent, such as ‘Lead Form’. Map the message template to include details like name, email, and phone number from the form submission.

After mapping the necessary fields, click ‘Save and Send Test Request’ to ensure everything is functioning correctly. Check your Slack channel to confirm that the notification appears as intended.

5. Testing Your Automation Workflow

With both trigger and action set up, it’s crucial to test your automation in Pabbly Connect. Perform a new test submission on your AITable.ai form to see if the data flows correctly to Slack.

After submitting a new response, return to Pabbly Connect to verify that the response data has been captured. You should see the details like name, email, and phone number in the response section.

Refresh your Slack channel to check for the new message. Ensure the message format matches your previously defined template.

Once confirmed, your automation is successfully set up! You can now receive instant notifications on Slack for every new form submission on AITable.ai.

Conclusion

In this tutorial, we demonstrated how to send Slack notifications for AITable.ai form submissions using Pabbly Connect. This integration allows you to automate notifications seamlessly, enhancing your team’s communication.

By following the steps outlined, you can efficiently set up your own workflow and ensure timely updates for new leads. Automate your processes today with Pabbly Connect!