How to Send Email & Slack Messages for Captured Webhook Response Using Pabbly Connect

Learn how to send email and Slack messages using Pabbly Connect for captured webhook responses in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email and Slack Integration

To send email and Slack messages for captured webhook responses, first, you need to access Pabbly Connect. This platform allows you to automate tasks by connecting various applications seamlessly. Begin by signing in to your Pabbly Connect account or create a new account if you are a first-time user.

Once logged in, navigate to the dashboard where you can view all available Pabbly applications. From here, select Pabbly Connect to start creating your workflow that will integrate Gmail and Slack for sending notifications based on webhook responses.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to automate the process of sending email and Slack messages. Click on the “Create Workflow” button located at the top right corner of the dashboard. A dialog box will appear where you need to name your workflow.

• Name your workflow, for example, ‘Send Email and Slack Messages for Captured Webhook Response’.
• Select the folder as Automations to organize your workflows.
• Click on the Create button to proceed.

After creating the workflow, you will see options for setting a trigger and action. The trigger application will be ‘Webhook’ by Pabbly Connect, and the action applications will be Gmail and Slack. This setup allows you to send notifications whenever a new response is captured.

3. Setting Up the Webhook Trigger in Pabbly Connect

To initiate the automation, you will set up a webhook trigger in Pabbly Connect. Select ‘Webhook’ as the trigger application and choose the trigger event as ‘Catch Hook’. This will allow Pabbly Connect to listen for incoming data from your form submissions.

Next, you will need to copy the webhook URL provided by Pabbly Connect. This URL will be used in your form settings to send data to Pabbly Connect. Go back to your form builder, and paste the webhook URL into the webhook settings of your form.

4. Testing the Webhook Response in Pabbly Connect

After setting up the webhook, it’s essential to test the connection to ensure everything is working correctly. Submit a test response through your form. Once the submission is made, return to Pabbly Connect and check if the response has been captured successfully.

• Verify that the captured response includes all necessary fields such as name, email, and phone number.
• Ensure that the webhook trigger is active and ready to process further actions.

Once you confirm that the webhook response is successfully captured, you can proceed to set up the action steps for sending notifications via Gmail and Slack.

5. Configuring Email and Slack Notifications in Pabbly Connect

In this final section, you will configure the action steps in Pabbly Connect to send notifications through Gmail and Slack. Start by selecting Slack as the action application and choose the action event as ‘Send Channel Message’. Connect your Slack account to Pabbly Connect by authorizing access.

Enter the channel in which you want to send the alert messages and customize the message content. Use dynamic fields to include captured data, such as the lead’s name and email, in the alert message.

Next, add another action step for sending an email through Gmail. Choose Gmail as the action application and authorize your account. Fill in the recipient’s email address, subject, and body with relevant information, including dynamic fields from the webhook response.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send email and Slack messages for captured webhook responses. By following these steps, you can automate your notifications efficiently and keep your team informed.