Integrating URL with PAB Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate URL with PAB Using Pabbly Connect to automate notifications on Slack for new sales. Follow our detailed tutorial for seamless setup. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up PAB for Integration

To begin the integration, first access PAB by visiting its homepage. Click on the ‘Sign Up Free’ button if you are a new user, or click ‘Sign In’ if you already have an account. Once logged in, navigate to the ‘All PAB Apps’ window to start creating your workflow.

In the PAB dashboard, look for the ‘Create Workflow’ button in the top right corner. Click on it to open the workflow creation dialog where you will name your workflow. For example, name it ‘Notify Team on Slack for New Sales’ and select your desired folder for organization.

2. Configuring Trigger from URL

In this step, the primary application is URL. Set your trigger application to URL and choose the event as ‘New Purchase’. This configuration allows PAB to listen for new purchases made through your URL.

• Select ‘URL’ as your trigger application.
• Choose ‘New Purchase’ as the trigger event.
• Copy the provided webhook URL for later use.

Once you have set the trigger, access your URL management dashboard. Here, you will need to paste the webhook URL into the designated field to establish the connection. Ensure to save your changes to finalize the setup.

3. Testing the URL and PAB Integration

After configuring the trigger, it’s time to test the integration. Head to your URL sales page and simulate a purchase. Enter dummy data such as first name, last name, email, and a random phone number to complete the test order. using Pabbly Connect

Once the order is placed, return to PAB to verify that the webhook response has been received. You should see the details of the test order including customer information displayed on your PAB dashboard.

4. Setting Up Action with Slack

Now, let’s set the action step using Slack. Select Slack as your action application and choose the event ‘Send Channel Message’. This will allow PAB to send notifications to your Slack channel whenever a new purchase occurs.

• Connect your Slack account to PAB.
• Select the channel where notifications will be sent.
• Map the message content to include customer details.

After configuring the message, save your settings. This ensures that every new purchase triggers a notification sent directly to your specified Slack channel, keeping your team updated.

5. Final Testing of PAB and Slack Integration

To confirm that everything is working correctly, perform another test purchase on your URL sales page. Use different dummy data for this test to ensure the automation captures various inputs.

Once the purchase is completed, check the designated Slack channel. You should see the notification with the updated customer details. This final test confirms the successful integration of PAB with Slack through the new purchase trigger from URL.

Conclusion

In this tutorial, we covered how to integrate URL with PAB and Slack to automate notifications for new sales. By following the steps outlined, you can streamline your sales notifications effectively.