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 this step-by-step tutorial to automate your workflow. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect for WhatsApp Notifications

To set up WhatsApp notifications for file uploads on Slack, you first need to access Pabbly Connect. Visit the homepage by typing ‘Pabbly.com/connect’ in your browser. You will see options to sign in or sign up for free.

If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button to create your account. As a new user, you will receive 100 free tasks every month to explore the platform’s capabilities.

Create a Workflow in Pabbly Connect

Once logged in, navigate to the dashboard and click on ‘Create Workflow’ to start automating the WhatsApp notification process. Name your workflow, for example, ‘Set Up WhatsApp Notification for File Uploads on Slack Channel’, and choose a folder to save it. using Pabbly Connect

After naming your workflow, you will see two sections: Trigger and Action. In this case, select Slack as the trigger application. The trigger event will be set to ‘New Message’. Click on ‘Connect’ to build a connection with your Slack account.

• Select ‘Add New Connection’ to set up a new connection.
• Choose the token type as ‘User’ for receiving messages.
• Click ‘Save’ and allow permissions for Pabbly Connect to access your Slack account.

After successful authorization, select the channel where file uploads will occur. For this example, choose the ‘General’ channel.

Test the Trigger in Pabbly Connect

To test the trigger, click ‘Save and Send Test Request’. Since Slack has a polling time of 10 minutes, you will need to upload a file in the selected channel to receive a response. Use an incognito window to upload a file from a user’s ID.

Once the file is uploaded, go back to Pabbly Connect and click ‘Save and Send Test Request’. You should receive a response with the details of the uploaded file, including the message and user information.

• Ensure that the uploaded message contains the file ID.
• Verify that the response includes all necessary details from Slack.

With this response, you have confirmed that the connection between Slack and Pabbly Connect is successful.

Set Up a Filter in Pabbly Connect

Next, you will set up a filter in Pabbly Connect to ensure that WhatsApp notifications are sent only when a file is uploaded. Click on ‘Add Action Step’ and select ‘Filter’ as your action application.

In the filter settings, select the file ID from the previous Slack response. This will ensure that the workflow continues only if a file ID exists in the message. Click ‘Save and Send Test Request’ to check the condition.

Set the filter to check if the file ID is present. If the condition is true, the workflow will proceed to the next action.

After confirming the filter condition is true, proceed to add another action step for retrieving user details.

Get User Details from Slack Using Pabbly Connect

To retrieve details about the user who uploaded the file, select Slack as the action application again and choose ‘Get User by ID’ as the action event. Click on ‘Connect’ and use the existing connection you created earlier. using Pabbly Connect

Map the user ID received from the previous Slack response to get the user’s details. This mapping ensures that the correct user information is dynamically retrieved each time a file is uploaded.

Click ‘Save and Send Test Request’ to fetch user details. Confirm that the response includes the user’s name and email.

With the user’s details retrieved, you can now set up the final action to send a WhatsApp notification.

Send WhatsApp Notification Using Pabbly Connect

For the final step, select Vati as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ and create a new connection using the API endpoint and access token from your Vati account. using Pabbly Connect

After successfully connecting, fill in the required fields such as the WhatsApp number, template name, and message content. The message can include dynamic variables like the file ID and sender’s name to personalize the notification.

Enter the WhatsApp number where notifications should be sent. Select the template you created for notifications. Map the dynamic variables for message content.

Click ‘Save and Send Test Request’ to send the WhatsApp notification. Check your WhatsApp to confirm the message was received successfully, indicating that the integration is complete.

Conclusion

By following these steps, you can easily set up WhatsApp notifications for file uploads on Slack using Pabbly Connect. This automation streamlines communication and ensures you never miss important updates from your team.