Integrate Slack Notifications with Pabbly Connect and Pipi

Learn how to use Pabbly Connect to integrate Slack notifications for Pipi card updates. Step-by-step tutorial on setting up the automation process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first, navigate to the Pabbly Connect website. If you are a new user, you can sign up for a free account, allowing you to use 100 tasks every month.

Once logged in, you will see the dashboard displaying various applications. Click on Pabbly Connect to access the integration features. Here, you can create workflows that automate tasks between applications like Pipi and Slack.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button to initiate the process. A dialog box will appear asking for a workflow name.

• Name your workflow: ‘Send Slack Notification for Pipi Card Marked as Done’
• Select a folder to save the workflow.
• Click ‘Create’ to finalize the setup.

This workflow will allow you to set triggers and actions between Pipi and Slack, utilizing the power of Pabbly Connect to automate notifications.

3. Setting Up the Trigger with Pipi

In this step, you will configure the trigger in your workflow. The trigger application will be Pipi, and the event will be set to ‘Card Done’. This means that whenever a card in Pipi is marked as done, it will trigger the action in Slack.

Click on the arrow next to the trigger section and select Pipi as the application. Then choose ‘Card Done’ as the trigger event. After this, click on the connect button to establish the connection.

• Log in to your Pipi account to generate a token.
• Copy the token and paste it into Pabbly Connect.
• Select the organization and pipe from your Pipi account.

Once the trigger is set, you can test it by marking a card as done in Pipi to see if Pabbly Connect captures the response correctly.

4. Configuring the Action in Slack

Now that the trigger is set up, the next step is to configure the action in Slack. In this case, the action application will be Slack, and the event will be ‘Send Channel Message’. This action will send a notification to your designated Slack channel whenever a card is marked as done in Pipi.

Click on the arrow next to the action section and select Slack as the application. Then choose ‘Send Channel Message’ as the action event. Connect your Slack account by providing the necessary permissions to Pabbly Connect.

Select the channel where you want to send notifications. Compose your message, including dynamic fields from the Pipi trigger. Click ‘Save and Send Test Request’ to finalize the action.

After saving, you can test the integration by marking a card as done in Pipi and checking if the notification appears in your Slack channel, confirming the successful use of Pabbly Connect.

5. Testing the Integration Between Pipi and Slack

Once both the trigger and action are set up, it’s time to test the integration. Go back to your Pipi account and update a card by marking it as done. This action should trigger the workflow you created in Pabbly Connect.

Check your Slack channel to see if the notification has been successfully sent. The message should include details about the card that was marked as done, confirming that the integration works as intended.

If everything is set up correctly, you will receive a notification in your Slack channel, indicating that the automation between Pipi and Slack is functioning perfectly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate Slack notifications for Pipi card updates. By following the detailed steps, you can efficiently integrate these applications to enhance your workflow.