An automated workflow using zapier
Connects Zoho People + Slack
Send team members birthday wishes on Slack via Zoho People
About this workflow template
This automation scenario allows you to connect Zoho People and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho People and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zoho People
New Event in Zoho People
Triggers based on the date field of a form.
Then this action happens in Slack
Send Direct Message in Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send team members birthday wishes on Slack via Zoho People.
Part I
Configure Applications
First, we need to connect Zoho People and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho People to Zapier.
Give Zapier access to your Zoho People account, using Zoho People credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho People
Choose the following trigger: New Event (Triggers based on the date field of a form.).
Then set up an Action for Slack
Choose this action: Send Direct Message (Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho People and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send team members birthday wishes on Slack via Zoho People!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Add a record
Adds a record to a form.
actionbyintegromatAdd record
Adds a new record in the selected form.
actionbyzapierCreate attendance entry
Does a check-in and/or check-out in Zoho People.
actionbyzapierAdd hr file
Adds a new file as HR file in the Files Module.
actionbyzapierAdd company file
Adds a new file as a Company File in the Files module.
actionbyzapierFind employee
Finds an employee by Email ID or Employee ID.
actionbyzapier
Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
