Manage Asset Records with Google Forms and Slack Integration Using Pabbly Connect

Learn how to manage asset records with Google Forms and Slack integration using Pabbly Connect. Follow this detailed tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Google Forms and Slack Integration

Pabbly Connect is an essential tool for automating workflows between applications like Google Forms and Slack. In this tutorial, we will explore how to manage asset records using these applications through Pabbly Connect. This integration allows you to send notifications to your Slack channel whenever a new form submission is made on Google Forms.

To begin, you need to access your Pabbly Connect account. Once logged in, you’ll be directed to the dashboard where you can create a new workflow. This is the first step in setting up your integration.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, we will name it ‘Manage Assets Records with Google Forms and Slack’. Click on ‘Create’ to proceed.

Once your workflow is created, you will see a blank screen with options for setting up your trigger and action applications. For this integration, we will set Google Forms as the trigger application. Follow these steps:

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.

After selecting the trigger event, you will be provided with a webhook URL. This URL is crucial for connecting your Google Forms with Pabbly Connect.

3. Linking Google Forms with Pabbly Connect

To link your Google Form with Pabbly Connect, copy the webhook URL provided. Next, open your Google Form where you have set up your asset request questions. Navigate to the ‘Responses’ tab and click on ‘Link to Sheets’ to create a Google Sheet for your form responses.

Once you have linked the form to a Google Sheet, go to the ‘Extensions’ menu. If you haven’t installed the Pabbly Connect webhook add-on yet, you can find it in the ‘Add-ons’ section. After installing, navigate back to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field.

4. Setting Up Slack Integration with Pabbly Connect

Now that your Google Form is connected to Pabbly Connect, it’s time to set up the action application, which is Slack. In your Pabbly Connect workflow, search for Slack and select it as the action application. Choose ‘Send Channel Message’ as the action event.

Next, click on ‘Connect’ to establish a connection with your Slack account. You will be prompted to enter your token type, which can be either user or bot. After entering the token type, click ‘Save’ and authorize the connection. Once connected, select the Slack channel where you want to send the notifications.

• Enter the message you want to send, such as ‘Hello team, this asset has been ordered’.
• Map the information from the Google Form to the message.

After setting up the message, click on ‘Save and Send Test Request’ to verify that the integration is working correctly.

5. Testing the Integration and Conclusion

To test the integration, fill out the Google Form with sample data, such as an asset name and user details. Once submitted, check your Google Sheet to confirm that the response has been recorded.

Next, go back to Slack and check the selected channel. You should see the message you configured earlier. This confirms that the integration between Google Forms and Slack through Pabbly Connect is successful.

In conclusion, managing asset records with Google Forms and Slack is made easy using Pabbly Connect. This powerful automation tool allows you to streamline your workflows and ensure your team is promptly notified of new asset requests.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.