How to Notify Your Team on Slack Channel for FlexiFunnels Purchase Using Pabbly Connect

Learn how to set up Pabbly Connect to notify your Slack channel for FlexiFunnels purchases step-by-step. Automate your workflow efficiently! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on a Slack channel for FlexiFunnels purchases, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate different applications seamlessly. Start by visiting the Pabbly Connect landing page in your browser.

Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. After signing in, you can start creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name the workflow ‘Notify Team on Slack Channel for FlexiFunnels Purchase’.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you can set triggers and actions.
• You will need to select a trigger application to start the automation.

In the workflow window, select FlexiFunnels as the trigger application. This is crucial as you want the workflow to activate whenever a new purchase occurs in FlexiFunnels. After selecting FlexiFunnels, choose the trigger event as ‘New Purchase’. This setup ensures that your workflow is triggered every time a new purchase is made.

3. Setting Up the Webhook in FlexiFunnels

Once you’ve selected your trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need to paste it into your FlexiFunnels account. This webhook allows FlexiFunnels to communicate with Pabbly Connect whenever a new purchase is made.

Now, log into your FlexiFunnels account and navigate to the product settings. Select the product for which you want to set up notifications. Click on ‘Set Rules’ and then on ‘Set Product Rules’. You will configure the rules to trigger the webhook when a product is purchased.

• Choose ‘Product is Purchased’ as the condition.
• Select ‘Webhook’ as the action and paste the webhook URL you copied from Pabbly Connect.
• Click ‘Save’ to finalize the setup.

After saving the rules, return to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response. This means your setup is ready to capture purchase data from FlexiFunnels.

4. Configuring Slack Notification in Pabbly Connect

Next, you need to set up the action application in Pabbly Connect. Select Slack as your action application. This allows you to send notifications to your team whenever a new purchase is made. Choose the action event as ‘Send Channel Message’.

Click on ‘Connect’ to link your Slack account with Pabbly Connect. If you have already connected Slack, you can select the existing connection. If not, follow the prompts to add a new connection. You will need to choose a token type, typically ‘Bot’ for this integration.

Authorize Pabbly Connect to access your Slack account. Select the channel where you want to receive notifications. Customize the message to be sent to your team.

Make sure to map the details from the FlexiFunnels purchase response into your message. This way, each notification will include relevant customer information like name, email, and course purchased.

5. Testing and Verifying the Integration

With the workflow set up, it’s time to test the integration. Go back to your FlexiFunnels page and make a test purchase. Fill in the required details and complete the order. This action should trigger the webhook in Pabbly Connect.

After completing the test purchase, check your Slack channel. You should see a new message indicating that a purchase has been made, along with the details you mapped earlier. This confirms that Pabbly Connect is successfully notifying your team on Slack.

To ensure everything is functioning correctly, you can perform additional test purchases. Each time a purchase is made, your Slack channel should receive an update, allowing your team to respond promptly. This workflow significantly enhances communication regarding course enrollments.

Conclusion

In this tutorial, we explored how to automate notifications on a Slack channel for FlexiFunnels purchases using Pabbly Connect. By following the steps outlined, you can ensure your team stays informed about new purchases in real-time, enhancing customer support and onboarding.