Integrate Slack and Airtable Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Slack and Airtable using Pabbly Connect. This tutorial provides a detailed guide on automating task management without coding. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Slack and Airtable, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Remember, signing up gives you 100 free tasks every month to explore the platform.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start setting up your integration. A dialog box will prompt you to name your workflow.

• Name your workflow appropriately, such as ‘Create Airtable Record from Slack Message’.
• Select a folder to save your workflow, for example, ‘Task Management’.
• Click on the ‘Create’ button to proceed.

Once your workflow is created, you will see two main sections: Trigger and Action. The Trigger section will determine when the automation starts, while the Action section will define what happens as a result.

3. Setting Up Trigger with Slack

In the Trigger section of Pabbly Connect, select Slack as your trigger application. Then, choose the trigger event, which in this case is ‘New Message’. This means that every time a new message is posted in the selected Slack channel, the workflow will activate.

Next, you will need to connect your Slack account to Pabbly Connect. Click on the ‘Connect’ button, and if you are creating a new connection, select the option to add a new connection. Choose the token type as ‘Bot’ to allow the necessary permissions for accessing channel messages.

4. Capturing Message Details for Airtable

Once the connection is established, select the specific Slack channel from which you want to capture messages. Click on ‘Save and Send Test Request’ to retrieve the latest message from that channel. This message will include all relevant details such as task title, description, and due date.

• Ensure you have the correct channel selected to avoid missing messages.
• The test will show the last message sent in the channel.

With the message details captured, you can now parse the information using the Text Formatter by Pabbly Connect. This allows you to extract specific fields such as the task title and due date from the message.

5. Sending Data to Airtable

After extracting the necessary details, it’s time to send this information to Airtable. In the Action section of Pabbly Connect, select Airtable as the action application and choose the action event as ‘Create Record’.

Connect your Airtable account by clicking on ‘Add New Connection’ and granting the necessary permissions. After successfully connecting, select the base and table where you want to create the new record. Map the extracted fields from Slack to the corresponding columns in Airtable, such as task title, description, and due date.

Finally, click on ‘Save and Send Test Request’ to create the record in Airtable. Upon successful execution, refresh your Airtable base to see the new record populated with the details from the Slack message.

Conclusion

This tutorial demonstrates how to integrate Slack and Airtable using Pabbly Connect, allowing you to automate task management efficiently. By following these steps, you can streamline your workflow without any coding skills.