How to Send Slack Notification for New Pipefy Card Using Pabbly Connect

Learn how to use Pabbly Connect to send Slack notifications for new Pipefy cards with this detailed tutorial. Follow the steps for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send Slack notifications for new Pipefy cards, first, access Pabbly Connect. This platform is essential for setting up integrations between different applications. Visit the Pabbly Connect homepage by searching for the URL Pabbly.com/connect.

On the homepage, you’ll see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to get started with 100 free tasks each month. Existing users can simply click ‘Sign In’ to access their accounts and begin setting up the integration.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box, name your workflow, for example, ‘Send Slack Notification for New Pipefy Card’, and select your folder, such as ‘Automations’.

• Click on ‘Create’ to finalize your workflow setup.
• Your new workflow will have a trigger and an action defined.

Now, you can see the workflow has been created successfully. The next step is to set up the trigger, which will be Pipefy, and the action will be Slack. This automation allows notifications to be sent whenever a new Pipefy card is created.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Pipefy as your trigger application and choose the trigger event as ‘Create New Card’. Click on ‘Connect’ to establish a connection between Pipefy and Pabbly Connect.

Click on ‘Add New Connection’ to create a connection. You will need to provide a name for the connection, such as ‘Slack Notification’, and input a token from your Pipefy account. To get the token, log into Pipefy and navigate to the tokens page, where you can generate a new token.

• Generate a token with a description like ‘Slack Notification’.
• After generating, copy the token and paste it into Pabbly Connect.

After entering the required details, click ‘Save’. You will then select your organization and the specific Pipefy pipe you want to use, such as ‘Task Management’. After setting this up, you can proceed to test the connection.

4. Setting Up Actions in Pabbly Connect

With the trigger set, the next step in Pabbly Connect is to define the action. Select Pipefy again as your action application and choose the action event as ‘Get Card Info by ID’. This action allows you to retrieve all details of the newly created card.

Click on ‘Connect’ and then select your existing connection since you have already connected Pipefy in the trigger step. Map the card ID from the previous step to ensure the automation works dynamically. After mapping, click ‘Save’ and send a test request to verify that everything is functioning correctly.

You will receive a response containing the card title, description, and due date. This information will be used in the next action step for sending notifications via Slack.

Once you have confirmed successful retrieval of card details, you can proceed to set up the final action step to send a notification in Slack.

5. Sending Notifications to Slack via Pabbly Connect

Now, select Slack as your action application and choose ‘Send Channel Message’ as your action event. Click on ‘Connect’ to link your Slack account with Pabbly Connect. If it’s your first time, you may need to add a new connection and authorize access.

After connecting, select the Slack channel where you want to send the notification, such as ‘Pipefy Card Alert’. Enter the message format you want to send, which may include dynamic fields like task title, description, and due date by mapping them from the previous steps.

Example message: ‘Hello, a new Pipefy card has been created. Details: Task Title, Description, Due Date.’ Leave optional fields blank unless needed for your notification.

After completing the message setup, click ‘Save’ and send a test request. Check your Slack channel to confirm that the notification has been received successfully, indicating that your automation is working as intended.

Conclusion

This tutorial demonstrated how to send Slack notifications for new Pipefy cards using Pabbly Connect. By following these steps, you can automate notifications effectively, ensuring your team stays updated on new tasks. Integrating these applications enhances productivity and streamlines communication.