Integrating Web with Sandy using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Web with Sandy using Pabbly Connect to send Slack notifications for new subscribers. Follow this detailed tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Integration Between Web and Sandy

The first step in integrating Web with Sandy is to access your Pabbly Connect account. Here, you will create a new workflow that will automate the process of sending notifications to Slack whenever a new subscriber is added to Sandy. using Pabbly Connect

To begin, log in to your Pabbly Connect account. Once logged in, click on the ‘Create Workflow’ button. A prompt will appear asking you to name your workflow. Name it ‘Send Slack Notifications for New Subscribers in Sandy’ and click on ‘Create’. This will bring you to a blank workflow screen where you can set the trigger and action for your integration.

2. Configuring Trigger and Action for Sandy and Slack

In this step, you will configure the trigger and action for your integration involving Sandy and Slack. The trigger will be set to detect a new subscriber in Sandy, and the action will be to send a message to a specified Slack channel. using Pabbly Connect

Under the trigger section, select Sandy as the application. Then, choose the trigger event as ‘New Subscriber’. This means that whenever a new subscriber is added to Sandy, the workflow will be activated. Next, for the action, select Slack and choose the action event ‘Send Channel Message’. This configuration will allow notifications to be sent to your Slack channel whenever a new subscriber is detected.

• Select Sandy as the trigger application.
• Choose ‘New Subscriber’ as the trigger event.
• Select Slack as the action application.
• Choose ‘Send Channel Message’ as the action event.

Now that the trigger and action are set, you can proceed to connect both applications through Pabbly Connect.

3. Copying Webhook URL from Pabbly Connect

At this stage, you will copy the webhook URL provided by Pabbly Connect. This URL is essential for linking your Sandy account to the Pabbly Connect workflow. It will allow Sandy to send data to Pabbly Connect whenever a new subscriber is added. using Pabbly Connect

To obtain the webhook URL, click on the ‘Copy’ button next to the URL displayed in the trigger settings. Once copied, you will need to navigate to your Sandy account. In Sandy, create a new rule that triggers the webhook whenever a new subscriber is added to the specified list.

• Log in to your Sandy account.
• Create a new rule for subscriptions.
• Paste the copied webhook URL into the rule settings.

After setting up the webhook in Sandy, you are ready to test the integration by adding a sample subscriber to your list.

4. Testing Integration with a Sample Subscriber

Now that you have set up the integration, it is time to test it by adding a sample subscriber in Sandy. This step will help you confirm that the integration works as intended and that notifications are sent to Slack. using Pabbly Connect

To do this, go to the list you created the integration for in Sandy. Click on the ‘Subscribe Form’ option and copy the link provided. Open this link in an incognito window and fill in the details of a new subscriber. Once you submit the form, return to Pabbly Connect to check if the new subscriber data has been captured correctly.

After submitting the sample subscriber, you should see the subscriber’s name and email address reflected in Pabbly Connect. If everything is set up correctly, you will receive a Slack notification with the subscriber’s details.

5. Connecting Slack and Sending Notifications

The final step involves connecting Slack to Pabbly Connect and configuring the message that will be sent to your specified channel. This will complete the integration and ensure that notifications are sent whenever a new subscriber is added. using Pabbly Connect

In the action settings for Slack, click on ‘Add New Connection’ and select the token type as ‘Bot’. This allows Pabbly Connect to send messages on your behalf. After granting access, choose the Slack channel where you want notifications to be sent. Draft a message template that includes the subscriber’s name and email address, utilizing the mapping feature to pull in data from the trigger.

Select ‘Add New Connection’ in Slack settings. Choose ‘Bot’ as the token type. Select the Slack channel for notifications. Draft a message that includes subscriber details.

Once you save this configuration, you can test it by adding another subscriber. If successful, you will see the notification appear in your selected Slack channel, confirming that the integration is working perfectly.

Conclusion

In this tutorial, we explored the integration of Web with Sandy using Pabbly Connect to automate Slack notifications for new subscribers. By following the detailed steps, you can ensure that every new subscriber is promptly notified in your Slack channel, enhancing your workflow efficiency.