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Once the message is configured, the final step is to test the Action to make sure the Slack Channel gets updated with a notification message.

The company name, email address, and secure link for the Dropzone item (from Step 1) are all available as placeholders within the message. The Message Text field is where you format the message text to be posted.In this example, we chose the channel named "leads". T he Channel field is where you specify the Slack C hannel for the notification to be posted.In the screen above, note the following configuration options: Next, you will be prompted to set up your Slack Channel Message From the available Slack Actions, choose Send Channel Message, then follow the prompts to connect your Slack account. Note that the Slack Zapier App provides several other A ctions to chose from as well, such as sending a Direct Message or a Private Channel Message. F irst, you'll need to add the Slack App by pressing the “+” icon under the SendSafely Trigger, then search for Slack. Now that your SendSafely Trigger is configured, the next step is to link an Action to the Zap. To do this, go to “Test this Step” and press the “Re-test SendSafely” button.Īdd An Action - Slack: Send Channel Message If you wish to re-use the existing Zap from this earlier exercise, make sure you run an updated test of the SendSafely Zapier app to retrieve a valid Dropzone Submission sample for use with Slack.

When you test the Trigger, click the “V iew your Dropzone Submission ” link to view the sample obtained by Zapier. Next, log into Zapier and create a new Zap using the SendSafely Dropzone Trigger, as outlined in our previous Zapier blog post here. Step 2 - Create a new Zap with SendSafely as the Trigger Note that in the example below, we've customized the Hosted Dropzone Form Input Label to use "Customer Name" instead of the default value of "Full Name" (this can be customized from the Dropzone section of the Edit Profile page). Step 1 - Submit a Sample Request to your Dropzoneīefore you get started with the Zapier app, it's always a good idea to submit a sample request to your Dropzone so that Zapier can fetch the sample when you are configuring the Zap.