Learn how to integrate Simply with P Connect Now I Using Pabbly Connect to automate notifications on Slack for new tasks. Follow this detailed tutorial for seamless integration. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up P Connect Now I for Integration

To start integrating Simply with P Connect Now I, first visit the P Connect Now I website. You will need to sign in to your account or create a new one if you are a first-time user. Once logged in, navigate to the dashboard where you can access all P Connect Now I applications.

After accessing the dashboard, click on P Connect Now I to enter the workflow area. Here, you can create a new workflow that will link Simply with your other applications. This is essential for automating notifications for new tasks created within Simply.

2. Creating a New Workflow in P Connect Now I

In this section, we will create a new workflow in P Connect Now I. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Notify Team on Slack for Simply Tasks.’ Select the appropriate folder for saving this workflow.

  • Click on the ‘Create’ button to initiate the workflow.
  • You will see two boxes: Trigger and Action.
  • The Trigger will be Simply, and the Action will be Slack.

Once you have set this up, the next step is to define the trigger event. Choose ‘New Task Created’ as the trigger event from Simply, which will notify your team on Slack whenever a new task is created.

3. Connecting Simply to P Connect Now I

To connect Simply to P Connect Now I, you will need to add a connection. Click on ‘Connect’ next to the Simply trigger. If you don’t have an existing connection, you will need to create a new one by entering your Simply API key and email address.

To find your API key, go to your Simply account settings. Under the Integrations section, you will find the API keys option. Generate a new API key and copy it into P Connect Now I. After entering your email and API key, click ‘Save’ to establish the connection.

4. Setting Up Slack Notifications for New Tasks

Now that Simply is connected, you need to set up Slack as the action application. In P Connect Now I, select Slack and choose the action event as ‘Send Channel Message.’ Click on ‘Connect’ to link your Slack account.

  • Choose the channel where you want to send notifications.
  • Draft a message that will be sent to your team.
  • Use mapping to insert dynamic task details into your message.

After setting up the message, click ‘Save and Send Test Request’ to check if the integration works. You should see a confirmation message in your Slack channel indicating that a new task has been created.

5. Testing the Integration Between Simply and Slack

To ensure that the integration between Simply and Slack works correctly, create a new task in your Simply account. For example, name the task ‘Critical Bug Fix’ and include details such as priority and description. using Pabbly Connect

Once the task is created, check your Slack channel for the notification. You should receive a message confirming that a new task has been created, along with all the relevant details such as task name, priority, and description. This confirms that the integration is functioning correctly.

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 summary, this tutorial demonstrated how to integrate Simply with P Connect Now I and set up automated notifications on Slack for new tasks. By following these steps, you can streamline your project management and keep your team informed of important updates.