How cool would it be if it were possible to integrate Pipefy with Slack to send yourself – or a channel – a new message every time a new card is created on a specific Pipe?
First of all, let me tell you: if your team doesn’t use either Pipefy or Slack yet, you’re missing out on a great opportunity of being more productive and effective.
You’re most likely well aware of all the benefits using Pipefy offer your company so let me tell you a bit about Slack: to begin with, it defines itself as “team communication for the 21st century” and they possibly couldn’t have found a better definition (and I truly mean that, honest non-biased opinion of a Slack user and fan).
Besides offering your team members the everyday one-on-one chat, Slack allows you to create channels to organize your team’s conversations under specific topics. You can create a channel for a department, a team, a project or anything else you want.
Furthermore, you’re able to integrate Slack with all your favorite applications, Pipefy included, to get all notifications in a single place, eliminating the need of constantly switching between apps.
On this article we’ll talk about how you can use Zapier integrate Pipefy with Slack to receive notifications of new cards either via Direct Message or on a Channel. That can be really useful to be notified each time a customer opens a new support ticket or a new bug is created on your bug tracking pipe.
Ok, but what is Zapier?
Zapier is a cloud application that allows you to optimize and automate your processes by connecting over 500 webapps in thousands of different possibilities.
Each zap (integration) on Zapier consists on a trigger (the activity/situation that sets your zap in motion – in the case of this integration, creating one or more new cards on the selected Pipe) and an action (what happens once the trigger is, well, triggered, aka sending you or a channel a notification).
That’s cool, but how can I integrate Pipefy to all those apps using Zapier?
Using Zapier to integrate Pipefy with hundreds of web apps is a lot easier than you think (really, even I could do it!), here’s what you must do:
1. First things first, you’ll begin by creating your account on Zapier–Zapier offer both free and paid plans (if you have up to 5 active zaps generating less than 100 tasks/month, you’ll do just fine with the free plan but, if you need more than that, paid plans start at U$D20/mo).
2. Then, whenever you wish to create a new integration you’ll need to connect your Pipefy account on Zapier account (for further detail on how to connect your Pipefy account to Zapier, click here to check out our knowledge base content).
We’ll include the complete step-by-step instructions on how to setup this integration below but to kick things off you can choose to use this pre-designed integration available on Pipefy’s Zapier zapbook and specify the details according to the instructions below.
How to create this integration to receive Slack notifications?
As previously explained, all integrations on Zapier work with based on a trigger and an action app.
1 – To begin with, you’ll click on the button that says “Make a Zap” on your dashboard on Zapier.
2 – Then, the first step for creating an integration is choosing Pipefy as your trigger app.
3 – Then, we’ll determine the trigger from Pipefy – you could choose to be notified of a number of actions (card done, card expired, card late, etc.) but for this example we’ll choose the “New Card” trigger.
[col class=”col-md-6″]4 – You’ll then be asked to add or select your Pipefy Account from which you’ll want Zapier to watch for new cards.
If you have any question regarding how to add your Pipefy account to Zapier, click here and check out the help content on the subject.
5 – Next step: choosing the Pipe you want Zapier to watch for and notify you on Slack whenever a new card is created.6 – You’re done with the trigger, now let’s move on to the action app.
This time you’ll search for and choose Slack from all the available action apps.
7 – As you did with the trigger, you’ll now choose the action you wish Zapier to perform on the action app.
You can either choose to send a channel message or send yourself (or a team member) a direct message. For this example, we’ll go for the latter
8 – Now it’s time to add or select your Slack account where you’ll want the direct messages to be sent to.
9 – The first step for setting up the action is selecting who you’ll want to send direct messages to and determine the message text – you can write down a standard message and complement with dynamic info from the card.[/col]
This is how I’ve set mine up. I added my Slack username and I wrote down the message text using the card’s title and creator name to specify the message.
10 – After you’re done testing, it’s time to name the zap and turn it on.
Unlike some of the integrations we’ve talked about before, this integration runs instantly independently of your Zapier plan. Each time a new card is created, Zapier will send you a direct message.