How to Send Email via Zoho Mail to New Slack Users Using Pabbly Connect

Learn how to automatically send emails via Zoho Mail to new Slack users using Pabbly Connect. Follow our step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending emails via Zoho Mail to new Slack users, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, simply sign up for free, which only takes a couple of minutes and grants you 100 free tasks every month.

Once logged in, you will be directed to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Slack to Zoho’. After creating the folder, select the ‘Create Workflow’ button and name your workflow ‘Send email via Zoho Mail to new Slack users’. This setup is crucial for organizing your integrations within Pabbly Connect.

2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event using Pabbly Connect. Click on the newly created workflow and select Slack as your trigger application. Then, choose the trigger event as ‘New User’. This event will initiate the workflow whenever a new user is added to your Slack account.

• Select ‘New User’ as the trigger event.
• Set the polling time to 10 minutes to capture new users efficiently.
• Connect your Slack account by selecting ‘Add New Connection’.

After connecting, you will need to enter the token type, which should be set to ‘bot’. Click on Save and allow the necessary authentications. This process establishes a connection between Slack and Pabbly Connect, enabling it to monitor new users effectively.

3. Sending Email via Zoho Mail

Once the trigger is set up, the next step is to configure the action application, which will be Zoho Mail. In Pabbly Connect, select Zoho Mail as your action application and choose the action event as ‘Send Email’. This action will send an email to the new user whenever they join Slack.

• Connect your Zoho Mail account by selecting ‘Add New Connection’.
• Enter your Zoho domain name to establish the connection.
• Map the recipient’s email address from the Slack response.

After setting up the connection, fill in the email details such as the subject and content. For example, set the subject as ‘Welcome to Slack’ and write a welcome message in the body. Finally, click on Save and send test request to verify that the email is sent successfully via Zoho Mail.

4. Filtering New Users Before Sending Email

To ensure that emails are only sent to users who have confirmed their invitations, you can set up a filter using Pabbly Connect. After configuring the Zoho Mail action, add another action step by selecting ‘Filter by Pabbly’. This allows you to set conditions that the new user must meet before an email is sent.

Select ‘Filter Values’ as the action event. Map the label from the Slack response to check if the email is confirmed. Set the filter type to ‘Equal to’ and enter the value as 1.

This filter ensures that only users who have accepted their invitation receive the welcome email. Click on Save and send test request to confirm that the filter is functioning correctly within Pabbly Connect.

5. Summary of the Integration Process

In summary, you have successfully set up an integration using Pabbly Connect to send emails via Zoho Mail to new Slack users. The process involves creating a workflow, setting a trigger for new users in Slack, filtering confirmed users, and sending them a welcome email through Zoho Mail. This automation streamlines communication and enhances user onboarding.

To recap the steps: connect Slack and Zoho Mail through Pabbly Connect, set the trigger event for new users, filter based on user confirmation, and send a welcome email. This setup not only saves time but also ensures that your new users feel welcomed as they join your Slack workspace.

Conclusion

By following this tutorial, you can efficiently automate the process of sending emails via Zoho Mail to new Slack users using Pabbly Connect. This integration enhances user onboarding and ensures seamless communication within your team.