Integrating Workast with WhatsApp and Microsoft Teams Using Pabbly Connect

Learn how to integrate Workast with WhatsApp and Microsoft Teams using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Workast Integration

To begin automating your tasks, we will use Pabbly Connect to integrate Workast with WhatsApp and Microsoft Teams. First, access your Pabbly Connect account and create a new workflow.

Once inside Pabbly Connect, you will see options to set a trigger and action. The trigger is the event that starts the workflow, while the action is what happens in response. For this integration, we will select Workast as our trigger application.

2. Selecting the Trigger Event in Pabbly Connect

In this step, you will need to choose the trigger event for your workflow. We will select Workast as the trigger application and choose the event as ‘Task Created’. This means that whenever a new task is created in Workast, it will trigger the automation. using Pabbly Connect

• Log into your Workast account.
• Select the workspace where you want to set up the webhook.
• Navigate to the settings option and click on extensions.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it allows Workast to communicate with Pabbly Connect. Copy this URL as we will need it for the next steps.

3. Configuring the Webhook in Workast

Now, you need to configure the webhook in Workast using the URL provided by Pabbly Connect. Go back to your Workast account, navigate to the extensions, and click on ‘Add’ under webhooks.

Once you add the webhook, name it appropriately, for example, ‘Task Creation Webhook’. Paste the copied webhook URL into the designated field and select the event as ‘Receive Task Created’. This setup ensures that every time a task is created, Workast sends the data to Pabbly Connect.

4. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. Create a new task in Workast to see if Pabbly Connect captures the data correctly. Enter the task details such as title and due date, then save the task. using Pabbly Connect

Once the task is created, return to Pabbly Connect. You should see that it has captured the task details from Workast. This confirms that the webhook is functioning correctly and that Pabbly Connect is receiving data as expected.

5. Adding Actions to Notify Teams via Pabbly Connect

With the webhook successfully set up and tested, you can now add actions to notify your team. Using Pabbly Connect, you can choose to send notifications to Microsoft Teams or WhatsApp whenever a new task is created.

• Select Microsoft Teams as the action application.
• Choose the action event, such as send a message.
• Map the task details to the message format.

This setup allows for seamless communication within your team, ensuring everyone is updated about new tasks instantly. With Pabbly Connect, managing your workflow becomes efficient and effective.

Conclusion

In this tutorial, we explored how to integrate Workast with WhatsApp and Microsoft Teams using Pabbly Connect. By leveraging Pabbly Connect, you can automate notifications and streamline your task management processes effectively.