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. Step-by-step guide with detailed instructions. 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. Setting Up Pabbly Connect for Flodesk and Slack Integration

To send Slack channel messages for new Flodesk subscribers, the first step is to access Pabbly Connect. This platform allows you to automate tasks between applications seamlessly. Begin by signing in to your existing account or create a new one to start using the free tasks available monthly.

Once logged in, navigate to the applications page and select Pabbly Connect to access the dashboard. From here, click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something like ‘Send Slack Channel Message for New Flodesk Subscriber’ and save it in an appropriate folder. This sets the stage for your automation process.

2. Creating the Trigger Event in Pabbly Connect

In this section, we will establish the trigger event using Pabbly Connect. The trigger application will be Flodesk, and the event will be set to ‘Subscriber Created’. This means that every time a new subscriber is added in Flodesk, it will trigger an action in Slack.

• Select Flodesk as the trigger application.
• Choose the trigger event ‘Subscriber Created’.
• Click on ‘Connect’ to establish a connection with Flodesk.

Upon clicking connect, authorize Pabbly Connect to access your Flodesk account. After a successful connection, you will need to enter a webhook name, such as ‘Connection with Pabbly Connect’. This completes the trigger setup, allowing Pabbly Connect to listen for new subscribers in Flodesk.

3. Testing the Trigger with a New Subscriber

After setting up the trigger, the next step is to test it. In Pabbly Connect, click on ‘Save and Send Test Request’. This will prepare the system to capture the data from a new subscriber. You will need to create a test subscriber using the Flodesk form you have set up.

• Open the Flodesk form in incognito mode.
• Fill out the form with test details (e.g., first name, last name, email).
• Submit the form to create a new subscriber.

Once the form is submitted, Pabbly Connect will receive the response, indicating that a new subscriber has been created. You will see the subscriber’s details such as name, email, and phone number captured in the Pabbly Connect dashboard, confirming that the trigger works correctly.

4. Configuring the Action Event to Send Slack Messages

Now that the trigger is verified, it’s time to set up the action event in Pabbly Connect. The action application will be Slack, and the action event will be ‘Send Channel Message’. This is where the notification to your Slack channel will be configured.

Select Slack as the action application. Choose the action event ‘Send Channel Message’. Connect to your Slack account by clicking ‘Connect’.

After connecting Slack, you will select the channel where you want to send messages (e.g., ‘New Flodesk Subscribers’). Then, frame the message to be sent, such as ‘Hello Team, new Flodesk subscriber alert: Name, Email, Phone Number’. Here, mapping is essential; it allows dynamic data from the trigger to be included in the message. This ensures that every new subscriber’s details are sent to Slack automatically.

5. Finalizing the Integration and Testing

To complete the integration process in Pabbly Connect, click on ‘Save and Send Test Request’ after configuring your Slack message. This action will send a test message to your selected Slack channel, confirming that everything is set up correctly.

Once the test message is sent, check the Slack channel to verify that the message has appeared. You should see the alert with the test subscriber’s details. If the message is received successfully, your automation is complete, and now every new subscriber in Flodesk will trigger a Slack message automatically.

This integration between Flodesk and Slack via Pabbly Connect streamlines your communication, ensuring your team is always updated with new subscriber information in real-time.

Conclusion

In this tutorial, we explored how to send Slack channel messages for new Flodesk subscribers using Pabbly Connect. By following the steps outlined, you can automate notifications and enhance team communication effectively. This integration not only saves time but also ensures all team members are instantly informed about new subscribers.