How to Send Welcome Messages to New Slack Users Using Pabbly Connect

Learn how to send automatic welcome messages to new Slack users using Pabbly Connect. Step-by-step tutorial for seamless 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 Slack Automation

To send a welcome message to a new Slack user, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 free tasks every month.

After signing in, navigate to the Pabbly Connect dashboard. Here, you will see multiple applications. Click on the ‘Access Now’ button for Pabbly Connect. This action will take you to the main dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Send Welcome Message to New Slack User’. using Pabbly Connect

• Select a folder to save your workflow. Choose the folder named ‘Slack Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

Your workflow is now created. You will see two sections labeled ‘Trigger’ and ‘Action’. The trigger will capture the event of a new user being added to Slack, while the action will send a welcome message to that user.

3. Setting Up the Trigger in Pabbly Connect

For the trigger step, select Slack as your trigger application. Then, choose the trigger event as ‘New User’. This setup ensures that whenever a new user is added to your Slack channel, Pabbly Connect captures this event.

Since Slack operates on a polling basis, it will check for new users every 10 minutes. Click on ‘Connect’ to link your Slack account with Pabbly Connect. You will need to authorize the connection by selecting your token type and clicking ‘Allow’.

• Select ‘User’ as the token type.
• Save and send a test request to ensure the connection is successful.

After saving, you should see the details of the new user captured in Pabbly Connect. This confirms that the trigger setup is complete and ready to proceed to the action step.

4. Configuring the Action Step in Pabbly Connect

For the action step, select ‘Filter by Pabbly’ to ensure that the workflow only continues when the new user confirms their email. This is crucial because Slack sends an invitation to the new user via Gmail. using Pabbly Connect

In the filter settings, choose the ‘Is Email Confirmed’ field and set it to equal ‘1’. This means that the workflow will only proceed if the new user accepts the invitation. Click on ‘Save and send test request’ to validate the filter.

Ensure the filter condition shows as true for successful confirmation. This setup is crucial for sending the welcome message only to confirmed users.

Once the filter is set, you can add another action step to send a direct message to the new user via Slack.

5. Sending the Welcome Message to New Slack User

In this final step, select Slack again as your action application and choose ‘Send Direct Message’ as the action event. This allows you to send a personalized message to the new user.

Connect your Slack account again if necessary, and map the user ID from the previous trigger step to ensure the message goes to the correct user. Write your welcome message, such as ‘Hello [User Name], welcome to our team!’ and click ‘Save and send test request’.

Make sure to customize the message with the user’s name for personalization. Check the user’s Slack account to confirm receipt of the message.

After sending the test request, verify that the new user receives the welcome message. This confirms that your automation with Pabbly Connect is successfully set up and working as intended.

Conclusion

In this tutorial, we explored how to send automatic welcome messages to new Slack users using Pabbly Connect. By following the steps outlined, you can streamline your onboarding process and enhance user experience effectively.