How to Share Content Snare Data on Slack Channel Using Pabbly Connect

Learn how to integrate Content Snare with Slack Channel using Pabbly Connect. Follow this step-by-step tutorial for automation without coding. 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. Set Up Pabbly Connect for Content Snare to Slack Integration

To begin, access Pabbly Connect by visiting its landing page. Click on the ‘Sign Up Free’ button to create your account. After signing up, log in to your dashboard to start creating your workflow. This setup will allow you to automate the process of sending approved field data from Content Snare to your Slack channel.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button. You can name your workflow something like ‘Content Snare to Slack Automation’. After naming it, click on the ‘Create’ button to proceed. This will prepare your workflow page, where you will set up the trigger and action applications.

2. Choose Content Snare as the Trigger Application

In this step, you will set Pabbly Connect to recognize Content Snare as the trigger application. Click on the trigger section and search for ‘Content Snare’. Select it as your trigger application and choose the ‘Field Approved’ event. This event will initiate the workflow whenever a field is approved in Content Snare.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for connecting Content Snare with Pabbly Connect. Copy this webhook URL, as you will need it to set up the integration in Content Snare.

• Access Content Snare and go to your profile settings.
• Navigate to the Integrations tab and find the Webhook section.
• Add a new webhook and paste the copied URL.

By following these steps, you will successfully connect Content Snare with Pabbly Connect, enabling the automation to function correctly.

3. Test the Webhook Connection

Now that you have set up the webhook in Content Snare, it’s time to test the connection through Pabbly Connect. After adding the webhook URL, make sure to select the event to send data. In this case, choose the ‘Field Approved’ checkbox and click on the update button. This action confirms that the data will be sent to Pabbly Connect whenever a field is approved.

Next, go back to your Content Snare dashboard and approve a field from a request. This action will trigger the webhook you just set up. Once you approve the field, return to Pabbly Connect and check if the data has been captured successfully. You should see the approved data reflected in your workflow.

4. Configure Slack as the Action Application

With the webhook tested and working, the next step is to set Slack as the action application in Pabbly Connect. Search for ‘Slack’ in the action section and select it. Choose the action event as ‘Send Channel Message’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Slack account with Pabbly Connect.

During this connection process, you will need to choose a token type. Select the ‘User’ token type for the necessary permissions. After selecting, click on ‘Save’ and allow the required permissions to complete the connection. Once connected, you will be prompted to select the Slack channel where you want to send the messages.

• Select the appropriate Slack channel from the dropdown list.
• Compose a message that includes the details of the approved fields.
• Map the relevant data fields to the message template.

This configuration allows you to send automated messages to your Slack channel whenever a field is approved in Content Snare, streamlining your communication process.

5. Finalize and Test Your Integration

After configuring both Content Snare and Slack in Pabbly Connect, it’s time to finalize your integration. Review the mapped fields in your Slack message setup to ensure all relevant information from the approved field is included. This may include the field name, approved data, and client details.

Once everything is set, click on ‘Save & Test Request’ to check if the integration works as expected. If successful, you will see a new message appear in your selected Slack channel with the details of the approved field. This confirms that your automation is now fully functional.

With this setup, every time you approve a field in Content Snare, a message will automatically be sent to your Slack channel, keeping your team informed without any manual effort.

Conclusion

In this tutorial, we covered how to integrate Content Snare with Slack using Pabbly Connect. By following these steps, you can automate the process of sharing approved field data, enhancing your team’s workflow efficiency. This integration ensures that your team receives timely updates directly in Slack, streamlining communication and collaboration.