Integrate Slack with Process Street Tasks Using Pabbly Connect

Learn how to send Slack channel messages for Process Street tasks using Pabbly Connect. This detailed tutorial covers step-by-step integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send Slack channel messages for Process Street tasks, you first need to access Pabbly Connect. Begin by visiting the Pabbly website at Pabbly.com. Here, you will find options to either sign in or sign up for a new account.

If you are new to Pabbly, click on the ‘Sign up free’ button to create your account. Existing users can simply sign in from the all apps section. After logging in, navigate to the Pabbly Connect dashboard to create a new workflow.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the plus icon to create a new workflow. Name this workflow something like ‘Process Street to Slack Integration’. This name will help you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see a trigger window and an action window.
• Pabbly Connect works on the trigger-action model.

Set the trigger application as Process Street and select the event as ‘Task Checked or Unchecked’. This configuration will allow Pabbly Connect to capture task updates from Process Street.

3. Integrating Process Street with Pabbly Connect

To integrate Process Street, you need to copy the webhook URL provided by Pabbly Connect. Go to your Process Street account and navigate to the workflow you want to connect.

• Click on the settings icon and select ‘Integrations’.
• Add a new webhook and paste the copied URL.
• Select the event for when tasks are checked or unchecked.

Make sure to activate the webhook. Once done, return to Pabbly Connect, which will be waiting for a response from Process Street. To test the setup, check or uncheck a task in your Process Street workflow.

4. Connecting Slack to Pabbly Connect

After successfully integrating Process Street, the next step is to connect Slack. In the action window of Pabbly Connect, select Slack as the application and choose the action event as ‘Send Channel Message’.

Click on ‘Connect’ and then ‘Add New Connection’. Choose the token type (User or Bot) as per your needs. Authorize the connection to allow Pabbly Connect access to your Slack workspace.

Once connected, you will need to specify the Slack channel where the messages will be sent. Map the message details you want to share, such as task name and status, to customize the message.

5. Testing the Integration and Conclusion

With everything set up, it’s time to test the integration. After mapping the message details, click on ‘Save and Send Test Request’. If configured correctly, you should see the message appear in your designated Slack channel.

To verify, check your Slack channel for the message confirming the task update, such as ‘Task is completed for Customer Onboarding Process’. This confirms that Pabbly Connect is successfully sending updates from Process Street to your Slack channel.

In conclusion, by using Pabbly Connect, you can efficiently manage task updates from Process Street and keep your team informed via Slack. This integration streamlines communication and enhances workflow management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.