Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Pabbly, Tally, and Slack, you first need to access Pabbly Connect. Open your browser and go to pabbly.com. Here, you will need to sign in to your Pabbly account.

Once logged in, navigate to the Pabbly apps page. Click on the option labeled “Pabbly Connect” to enter the dashboard where you can create workflows. This platform is essential for automating tasks between different applications.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is straightforward. Click on the “Create Workflow” button, and name your workflow something descriptive like “Form Submission to Slack Notification”. Choose a folder for better organization.

  • Click on the “Create” button after naming your workflow.
  • This will take you to the workflow setup page where you can define triggers and actions.

In this section, you will set up the trigger for your workflow. This will be the event that starts the automation process whenever a new form is submitted in Tally.

3. Setting Up the Trigger with Tally

The next step in Pabbly Connect is to set up the trigger. Select Tally as your trigger application and choose the event “New Response”. Click on the “Connect” button to establish a connection between Tally and Pabbly Connect.

You will receive a webhook URL that connects Tally to Pabbly Connect. Copy this URL and head over to your Tally form settings. Under the integration section, paste this webhook URL to complete the connection.

  • Open your Tally form and go to the integration settings.
  • Replace the old webhook URL with the new one from Pabbly Connect and save the changes.

Now that the trigger is set, you can test the connection by submitting a sample form. This will ensure that data is flowing correctly from Tally to Pabbly Connect.

4. Adding the Action to Send Notifications in Slack

After setting up the trigger, the next step is to add an action in Pabbly Connect. Choose Slack as your action application and select the event “Send Channel Message”. Click “Connect” to link your Slack account to Pabbly Connect.

Once connected, you need to specify the channel where you want to send notifications. Enter the channel ID and compose your message. You can map the fields from Tally responses directly into the message to personalize it.

  • Use the slash command to map fields like name, email, and phone number from the Tally submission.
  • This ensures that every new form submission sends a detailed notification to your Slack channel.

After mapping the fields, save the action and test the workflow to confirm that notifications are being sent to Slack as expected.

5. Testing and Finalizing the Integration

Now that both the trigger and action are set up in Pabbly Connect, it’s time to test the entire workflow. Submit a new form through Tally and check if the data appears in your Slack channel. This step is crucial to ensure everything is functioning correctly.

Upon successful submission, you should see a message in Slack indicating that a new form submission has been received. This confirms that the integration between Tally and Slack via Pabbly Connect is working seamlessly.

  • If you encounter any issues, check the webhook settings in Tally and the mapping in Pabbly Connect.
  • Make adjustments as necessary and retest the workflow until it operates smoothly.

Once confirmed, your integration is complete, allowing for automated notifications from Tally to Slack, enhancing your team’s efficiency.

Conclusion

In this tutorial, we demonstrated how to integrate Pabbly, Tally, and Slack using Pabbly Connect. This automation streamlines your workflow, ensuring that every form submission is promptly communicated to your team.