How to Send Slack Notification for New Circle Member | Circle Slack Integration with Pabbly Connect

Learn how to integrate Circle with Slack using Pabbly Connect to send notifications for new members automatically. Follow this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To send Slack notifications for new Circle members, you need to access Pabbly Connect. Begin by visiting the Pabbly website and selecting the ‘Connect’ option. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in.

Once you are logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Access Now’ button to proceed to the dashboard where you can create a new workflow.

2. Create a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. Name it something descriptive like ‘Send Slack Notification for Circle Member’ and click on ‘Create’.

Now, you will see two windows: one for the trigger and another for the action. The trigger will be Circle, and the action will be Slack. This setup means that when a new member is added in Circle, a notification will be sent to Slack.

3. Set Up Circle as the Trigger

In the trigger application window, select Circle and then choose the trigger event as ‘New Member’. Click on the ‘Connect’ button to link your Circle account with Pabbly Connect.

For the connection, you will need to provide the API token and hostname. The hostname can be found in your Circle account URL. Copy the relevant part of the URL and paste it into the hostname field. Then, generate an API token from the Circle settings and paste it into the appropriate field.

• Access your Circle account settings.
• Create a new API token named ‘Slack Notification’.
• Enter the token in Pabbly Connect.

After entering these details, click on ‘Save and send test request’ to check if the connection is successful. This will fetch the latest member details added in Circle.

4. Set Up Slack as the Action

Next, you will set Slack as the action application in Pabbly Connect. Choose the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to link your Slack account.

For the Slack connection, you will need to enter a token type (user or bot). Enter the bot token and click on ‘Save’. Ensure you allow Pabbly Connect to access your Slack account by clicking on ‘Allow’ when prompted.

• Select the channel where you want to send notifications.
• Craft a message that includes details about the new member.
• Use data mapping to include member name and email in the message.

After setting up the message, click on ‘Save and send test request’ to verify that the notification is sent to your selected Slack channel.

5. Summary of the Workflow Setup

In this workflow, we successfully integrated Circle and Slack using Pabbly Connect. Whenever a new member is added to Circle, a notification is automatically sent to the specified Slack channel. This integration is efficient and saves time by automating the notification process.

To summarize, the key steps involved were setting Circle as the trigger, configuring Slack as the action, and mapping the necessary fields to personalize the notification message. With Pabbly Connect, you can streamline your workflow and ensure timely updates regarding new Circle members.

Conclusion

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

In conclusion, using Pabbly Connect to automate Slack notifications for new Circle members enhances communication and ensures your team stays informed about new additions. Follow these steps to set up your integration seamlessly.