Automate Microsoft Teams Notifications for Flexi Funnels Purchases with Pabbly Connect

Learn how to automate Microsoft Teams notifications for Flexi Funnels purchases using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating notifications for purchases made in Flexi Funnels, we will use Pabbly Connect. First, access the Pabbly Connect platform by typing Pabbly.com/connect in your web browser.

Once on the Pabbly Connect homepage, sign in to your account. If you are new, you can sign up for free to get started. After logging in, you will see your dashboard where you can create workflows that connect different applications.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to connect Flexi Funnels and Microsoft Teams. Click on the ‘Create Workflow’ button, and name your workflow something descriptive like ‘Notify Team on Microsoft Teams for Flexi Funnels Purchase’.

• Click on the ‘Create’ button after naming your workflow.
• You will see two boxes: one for Trigger and one for Action.

In the Trigger box, select ‘Flexi Funnels’ as the application. For the Trigger Event, choose ‘New Purchase’. This means that whenever a new purchase is made in Flexi Funnels, it will trigger the workflow.

3. Connecting Flexi Funnels to Pabbly Connect

Now that we have set up the trigger, we need to connect Flexi Funnels to Pabbly Connect. A webhook URL will be provided to you in the Pabbly Connect interface. This URL acts as a bridge between Flexi Funnels and Pabbly Connect.

Log into your Flexi Funnels account and navigate to the products section. Click on the edit option for the product you want to track. Under the ‘Set Rules’ section, click on ‘Plus Set Product Rules’. Here, you will need to:

• Select all pricing options for the product.
• Choose ‘Use Webhook’ and paste the webhook URL from Pabbly Connect.

After saving the settings, you can now test the integration by making a purchase in Flexi Funnels. This will send data to Pabbly Connect, confirming the connection is successful.

4. Notifying Microsoft Teams with Pabbly Connect

With the webhook successfully set up, the next step is to notify your team on Microsoft Teams using Pabbly Connect. In the Action box, select ‘Microsoft Teams’ and then choose the ‘Send Message in a Channel’ action event.

Connect your Microsoft Teams account by clicking on the ‘Connect’ button. You will need to grant permissions for Pabbly Connect to send messages on your behalf. After connecting, enter the required details:

Select the appropriate team and channel from the dropdown menu. Draft your message, including placeholders for the purchase details.

By mapping the response data from Flexi Funnels into your message, you ensure that every new purchase notification includes the correct details.

5. Testing the Integration and Conclusion

To finalize your setup, you need to test the integration. Make a test purchase in Flexi Funnels. If everything is set up correctly, you should see the notification appear in your Microsoft Teams channel almost instantly.

Check your Microsoft Teams channel to confirm that the notification includes all relevant details such as buyer name, email, product purchased, and price. This demonstrates that Pabbly Connect successfully integrated Flexi Funnels with Microsoft Teams.

In conclusion, using Pabbly Connect allows you to automate notifications for purchases made in Flexi Funnels directly to your Microsoft Teams. This integration streamlines communication and ensures your team is always updated on new sales.

Conclusion

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