Integrating Airtable and Slack Notifications Using Pabbly Connect

Learn how to capture employee special requests on Airtable and send Slack notifications using Pabbly Connect in this detailed tutorial. 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 start integrating Airtable and Slack notifications, first access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Simply sign in to your Pabbly account, and navigate to the Pabbly Connect dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button located at the top right corner. Here, you will be prompted to name your workflow, for instance, ‘Airtable Request to Slack Notifications’. After naming, click on the ‘Create’ button to initiate your blank workflow.

2. Setting Up the Trigger from Typeform

In this integration, the first step is to set up a trigger using Pabbly Connect. Select Typeform as your trigger application and choose the event as ‘New Entry’. This means every time a new form is submitted, it will trigger the workflow.

• Click on ‘Add New Connection’ to link Typeform with Pabbly Connect.
• Authorize the connection by allowing Pabbly Connect access to your Typeform account.
• Select your specific form, for example, ‘Request’, from the dropdown menu.

After saving and sending a test request, fill out the Typeform to simulate a new entry. For instance, you can enter a name like ‘John Kent’ and a request such as ‘Please grant me leave for four days’. Once submitted, return to Pabbly Connect to verify that the response has been captured successfully.

3. Transferring Data to Airtable

After capturing the Typeform response, the next step is to transfer this data to Airtable using Pabbly Connect. Select Airtable as your action application and choose the event as ‘Create Record’. This action will create a new record in your Airtable base with the information collected from the form.

Before connecting, ensure that you have your Airtable account open. Click on ‘Add New Connection’ and enter the required API token. To generate the token, log into Airtable, navigate to the Developer Hub, and create a new token. Assign appropriate scopes that allow Pabbly Connect to read and write data.

• Name your token appropriately, such as ‘Requests’.
• Select all necessary scopes like Reading and Writing.
• Copy the generated token back to Pabbly Connect.

After connecting, map the fields from Typeform to Airtable. For instance, enter the name, designation, and request details as mapped fields. This ensures that the data appears correctly in your Airtable base.

4. Sending Notifications to Slack

The final step in this workflow involves sending a notification to Slack using Pabbly Connect. Select Slack as your action application and choose the event ‘Send Channel Message’. This will allow you to send notifications to a specific Slack channel whenever a new record is created in Airtable.

To establish the connection, click on ‘Add New Connection’ and enter the required token. Ensure you have the necessary permissions to send messages in Slack channels. Once connected, select the channel where you want the notifications to be sent, such as ‘General’.

Map the message content from Airtable, including details like name and request. Test the connection by sending a test notification to verify everything works correctly.

After completing this step, you will receive a confirmation that the message was sent successfully. Check your Slack channel to see the notification containing the details of the request.

5. Conclusion

In this tutorial, we have effectively integrated Airtable and Slack notifications using Pabbly Connect. By automating the process, you can easily capture employee requests and ensure timely notifications without manual effort. This integration not only saves time but also enhances communication within your team.

Utilizing Pabbly Connect for such integrations can greatly improve your workflow efficiency. Explore more integrations and automate your tasks seamlessly!