How to Send Slack Channel Messages for New Flodesk Subscribers Using Pabbly Connect

Learn how to automate sending Slack channel messages for new Flodesk subscribers using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate sending Slack channel messages for new Flodesk subscribers, we will use Pabbly Connect. First, access your Pabbly Connect dashboard by signing in as an existing user or signing up for free if you’re new. Pabbly Connect allows you to create workflows that link different applications together.

After signing in, click on ‘Access Now’ to reach your dashboard. Here, locate the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow; for this tutorial, name it ‘Send Slack Channel Message for New Flodesk Subscriber’. This setup ensures that you can easily identify your automation later.

2. Configuring Trigger and Action in Pabbly Connect

In this step, we will set up the trigger and action for our workflow using Pabbly Connect. The trigger will be Flodesk, and the action will be Slack. Begin by selecting Flodesk as your trigger application and choose the event ‘Subscriber Created’. This event will activate the workflow whenever a new subscriber is added to your Flodesk account.

Next, you will set Slack as the action application. For the action event, select ‘Send Channel Message’. This configuration means that every time a new subscriber is created in Flodesk, a message will be sent to your specified Slack channel.

• Select Flodesk as the trigger application.
• Choose ‘Subscriber Created’ as the trigger event.
• Select Slack as the action application.
• Choose ‘Send Channel Message’ as the action event.

With the trigger and action set, you can now proceed to establish connections between Flodesk and Pabbly Connect.

3. Connecting Flodesk to Pabbly Connect

To connect Flodesk to Pabbly Connect, click on the ‘Connect’ button in the Flodesk section. This will prompt you to authorize the connection. Ensure you have your Flodesk account open in another tab for easy access. Click on ‘Connect with Flodesk’, and a secure authorization window will appear.

Once you grant permission, you will see a confirmation that the connection was successful. Next, you need to create a Webhook name, which can be something like ‘Connection with Pabbly Connect’. This step is crucial as it establishes the link between Flodesk and your Pabbly Connect workflow.

4. Testing the Connection with a Subscriber

Now that Flodesk is connected to Pabbly Connect, it’s time to test the connection. To do this, you need to create a new subscriber in Flodesk. This can be done through a form you have set up. Submit the form with details such as first name, last name, email, and phone number.

After submitting the form, return to Pabbly Connect. You should see a response indicating that a new subscriber has been captured. The subscriber’s details, including their status and other relevant information, will be displayed. This confirms that the trigger is working correctly and that the new subscriber is being registered in Flodesk.

• Open your form in incognito mode.
• Enter subscriber details and submit.
• Check Pabbly Connect for the subscriber response.

This successful test confirms that your Flodesk and Pabbly Connect integration is correctly set up.

5. Connecting Slack to Pabbly Connect

With the Flodesk connection verified, you can now connect Slack to Pabbly Connect. Click on the ‘Connect’ button in the Slack section and authorize the connection. Ensure you have your Slack account open as well. Select the token type as ‘User’ and click ‘Allow’ to grant access.

Once connected, select the channel where you want to send messages. For this tutorial, create or select a channel named ‘New Flodesk Subscribers’. Now, you can frame the message you want to send to your team. Use a friendly alert format like ‘Hello Team, new Flodesk subscriber alert: here are the details – name, email, and phone number.’

Select the Slack channel for notifications. Frame your message using subscriber details. Use mapping to insert dynamic subscriber data.

After framing the message, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation response, and the message will be sent to your selected Slack channel. This finalizes the integration process using Pabbly Connect.

Conclusion

This tutorial has demonstrated how to send Slack channel messages for new Flodesk subscribers using Pabbly Connect. By following these steps, you can automate notifications to your team effectively, ensuring everyone is updated with new subscriber information in real-time.