How to Integrate Slack with Pipefy
Here’s a step by step process on how to integrate Slack with Pipefy using Zapier:
- Click 'Create' and select 'Zap' to start automation.
- Click 'Trigger'.
- Search and select 'Pipefy' as the trigger app.
- Choose a trigger event based on your requirements.
- Select 'Authorize' to grant access Zapier to your Pipefy account.
- Click 'Continue' once you have connected Zapier with Pipefy.
- Click 'Test trigger' and Zapier will pull sample data from Slack to ensure everything is set up correctly.
- Search and select 'Slack' as the action app.
- Select the event for your action app.
- Log in and authorize Zapier to access your Slack account.
- Map the data from Pipefy to Slack and click 'Continue'.
- Click 'Test step'.
- Rename your Zap by clicking the 'Untitled Zap' button.
- Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.