Learn how to integrate Slack with Make using Pabbly Connect. Follow this detailed tutorial for seamless automation between your applications. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Start Integration
To begin integrating Slack with Make, you first need to access Pabbly Connect. Visit the Pabbly Connect landing page by typing Pabbly.com/connect in your browser. Sign in to your account by clicking on the ‘Sign In’ button located at the top right corner of the page.
If you are a new user, you can create a free account and receive 100 tasks per month. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create and manage your workflows. Click on ‘Create Workflow’ to start setting up your integration.
2. Create a New Workflow in Pabbly Connect
In this section, you will create a new workflow for notifying your team on Slack whenever there is a new submission on Make. After clicking on ‘Create Workflow’, you’ll be prompted to name your workflow. Let’s name it ‘Notify Team on Slack for New Make Submission’. using Pabbly Connect
Next, select the folder where you want to save this workflow. After selecting the folder, click on ‘Create’. You will now see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens after that event.
- Trigger: New Submission in Make
- Action: Send Message in Slack
In this case, the trigger application will be Make, and the event will be a new submission. This setup will ensure that every time a new form is submitted, a notification is sent to your Slack channel.
3. Configure Trigger with Make in Pabbly Connect
Now, you need to set up the trigger in Pabbly Connect. Select Make as your trigger application and choose the event ‘New Submission’. Click on ‘Connect’. If you have an existing connection, you can save it; otherwise, create a new connection by following the prompts to log in to your Make account.
Once connected, you’ll need to select the specific form from Make that you want to monitor. For instance, if you have a form named ‘New Contact Form’, select that form. After selecting the form, click on ‘Save and Send Test Request’ to capture the first submission data.
- Select the form: New Contact Form
- Click on Save and Send Test Request
After this, you will need to perform a test submission in Make to verify that the data is captured correctly in Pabbly Connect.
4. Configure Action to Notify Slack via Pabbly Connect
In this step, you will set up the action application, which is Slack. Select Slack as your action application and choose the event ‘Send Channel Message’. Click on ‘Connect’ and either save an existing connection or create a new one by entering the required token type. using Pabbly Connect
Once connected, you will need to specify the channel in Slack where you want to send notifications. For example, if you have a channel named ‘Typeform’, select it. Draft the message that you want to send, including placeholders for the data you received from Make.
Channel: Typeform Draft Message: ‘Dear Team, a new lead has come through Make submission…’
Make sure to map the fields correctly so that each new submission updates the message dynamically. After drafting the message, click on ‘Save and Send Test Request’ to test if the message is sent to your Slack channel successfully.
5. Test the Integration Between Make and Slack
After configuring both the trigger and action, it’s time to test the integration. Submit a new form in Make to see if the notification is sent to Slack. Go back to your Slack channel and check for the message that should appear based on the submission.
If everything is set up correctly, you should see a message in Slack with the details of the new submission. This confirms that Pabbly Connect has successfully integrated Make and Slack, automating your workflow effectively.
To ensure everything works perfectly, try submitting another form in Make. Each submission should trigger a new notification in Slack, verifying that your automation is functioning as intended.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In this tutorial, we explored how to integrate Slack with Make using Pabbly Connect. By following these detailed steps, you can automate notifications and streamline your workflow effectively.