How to Use Pabbly Connect to Send Slack Messages When New Items are Created in Monday.com

Learn how to integrate Monday.com with Slack using Pabbly Connect to send automatic messages when new items are created. Follow this step-by-step tutorial! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending Slack messages when a new item is created in Monday.com, you need to access Pabbly Connect. This platform allows seamless integration between various applications, including Monday.com and Slack.

First, log into your Pabbly Connect account. If you don’t have an account yet, sign up for a free trial. Once logged in, navigate to the ‘Connect’ section to begin setting up your integration.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect that will handle the integration between Monday.com and Slack. Click on the ‘Create Workflow’ button to initiate.

After clicking, follow these steps to set up your workflow:

• Name your workflow (e.g., ‘Slack Notification for New Monday.com Item’).
• Select ‘Monday.com’ as the trigger application.
• Choose the trigger event as ‘New Item Created’.

After configuring these settings, click on the ‘Save’ button to save your workflow. This will allow Pabbly Connect to listen for new items created in your Monday.com account.

3. Setting Up Monday.com in Pabbly Connect

Now that you have created the workflow, it’s time to set up Monday.com in Pabbly Connect. You will need to connect your Monday.com account to allow Pabbly Connect to access your data.

Follow these steps to set up Monday.com:

• Click on the ‘Connect Account’ option and authorize Pabbly Connect to access your Monday.com account.
• Select the board from which you want to capture new items.
• Test the connection to ensure it is working correctly.

Once you complete these steps, Pabbly Connect will be able to retrieve new items from your selected Monday.com board whenever they are created.

4. Sending Messages to Slack from Pabbly Connect

The next step involves configuring Slack to receive the messages. You will set up the action step in your Pabbly Connect workflow to send a message to a specific Slack channel.

To do this, follow these steps:

Choose ‘Slack’ as the action application. Select the action event as ‘Send Channel Message’. Connect your Slack account and authorize access.

After these configurations, you can customize the message content that will be sent to the Slack channel. This step is crucial as it determines what information from the new item in Monday.com will be displayed in Slack.

5. Testing and Activating Your Workflow

After setting up the integration between Monday.com and Slack through Pabbly Connect, it is essential to test the workflow to ensure everything is functioning correctly. Click on the ‘Test Workflow’ button to initiate this process.

During the test, create a new item in your Monday.com board and check if a message is sent to your selected Slack channel. If the message appears, your integration is successful. If not, revisit your settings in Pabbly Connect to troubleshoot any issues.

Once confirmed, you can activate your workflow. This will allow Pabbly Connect to run continuously and send messages to Slack whenever a new item is created in Monday.com.

Conclusion

In this tutorial, we discussed how to use Pabbly Connect to send Slack channel messages automatically when new items are created in Monday.com. This integration streamlines communication and keeps your team updated efficiently.