Set Up WhatsApp Notifications for File Uploads on Slack Channel Using Pabbly Connect

Learn how to set up WhatsApp notifications for file uploads on Slack using Pabbly Connect. Follow our step-by-step guide for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To set up WhatsApp notifications for file uploads on Slack, first, you need to access Pabbly Connect. This platform enables seamless integration between different applications, specifically Slack and WhatsApp in this case.

Navigate to the Pabbly Connect homepage by entering the URL in your browser. You will find options to sign in or sign up for a free account. New users can create their accounts and receive 100 free tasks each month to explore the platform.

2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, you can start creating your workflow. Click on the ‘Create Workflow’ button to initiate the process. Name your workflow something descriptive, such as ‘Set Up WhatsApp Notification for File Uploads on Slack Channel’.

• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see options for setting up a trigger and action. Here, you will set Slack as your trigger application and WhatsApp (using Vati) as your action application.

3. Setting Trigger and Action in Pabbly Connect

In the trigger section of Pabbly Connect, select Slack as your application and choose the event ‘New Message’. Click on ‘Connect’ and either add a new connection or select an existing one.

When prompted, choose the token type (user or bot). For this integration, select the user token type. After allowing permissions, select the Slack channel where file uploads will occur. Save your settings and send a test request to capture the latest file upload details.

• Ensure to upload a file in the selected Slack channel to get the correct response.
• Click the ‘Save and Send Test Request’ button to proceed.

After successfully capturing the response, you can proceed to set up the next action step.

4. Adding Filter and User Details in Pabbly Connect

In this step, you will add a filter in Pabbly Connect to ensure that only messages containing file uploads trigger a WhatsApp notification. Select the filter application and configure it to check for the file ID in the Slack response.

Next, you will add another action to get the user’s details who uploaded the file. Choose Slack as the action application and select ‘Get User by ID’ as the action event. Map the user ID from the previous response to fetch the user’s details.

Map the user ID dynamically to ensure it updates with each new message. Click ‘Save and Send Test Request’ to retrieve user details.

Once you have the user’s details, you can use this information to personalize your WhatsApp notifications.

5. Sending WhatsApp Notifications Using Pabbly Connect

For the final step, set up the action to send WhatsApp notifications. Select Vati as your action application and choose ‘Send Template Message’ as the action event. Connect your Vati account by providing the API endpoint and access token. using Pabbly Connect

Enter the WhatsApp number where notifications will be sent, and select the appropriate template. Make sure to use dynamic fields for the message content, file ID, and sender’s name to customize the notification.

Ensure your template is approved in Vati before using it. Click ‘Save and Send Test Request’ to check the WhatsApp notification.

After testing, you should receive a WhatsApp message confirming the file upload details, thus completing the integration.

Conclusion

In this tutorial, we successfully set up WhatsApp notifications for file uploads on Slack using Pabbly Connect. This integration streamlines communication by automatically notifying users about new file uploads in Slack, enhancing team collaboration.