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Configuring Slack notifications with Zapier
Configuring Slack notifications with Zapier

Set conditions for communication between Zapier and Payhawk to trigger a Slack notification when a specific action takes place in Payhawk.

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Written by Payhawk
Updated this week

As a Payhawk administrator for your company, with Zapier you can configure a Slack notification that will be triggered when a purchase order is opened.

About this guide

This guide will walk you through the sample use case scenario to showcase the following steps:

  1. Set up the incoming webhook configuration in Zapier.

  2. Create the external notification step in Payhawk.

  3. Set up the action in Zapier.

Step 1: Setting up the incoming webhook configuration in Zapier

First, you need to set up the trigger action in Zapier:

  1. Go to Zapier > Zaps and click on Create > New Zap.

  2. On the next screen, select Trigger and, then, Webhooks.

  3. From the Select the event dialog > Trigger event drop-down menu, choose Catch hook and click on Continue.

  4. Leave the Pick off a Child Key field empty and click on Continue.

  5. On the next screen, copy the URL from the Your Webhook URL field and log in to the Payhawk web portal.

Step 2: Creating an external notification step in Payhawk

Now, you need to configure your Payhawk workflow to include the notification in Slack upon opening the purchase order:

  1. In the Payhawk web portal, go to Settings > Workflows.

  2. Select the desired workflow and click on Edit workflow.

  3. Go to the desired step, click on + (plus), and select Send notification.

  4. Specify the conditions for the workflow step, for example, when a purchase over EUR 10,000 is submitted.

  5. In the Outgoing URL field, paste the URL you copied from the Your Webhook URL field.

  6. Click on Test webhook to ensure the webhook successfully connects to Zapier. In Zapier, you can also test the connection by clicking on Test trigger. As a result, a payload is generated so that when you configure the action in Zapier, you can reference any of the generated attributes to be included in the text message of the Slack notification - for example, the title of the purchase order.

  7. Click on Save.

Step 3: Setting up the action in Zapier

Back in Zapier, you need to configure the action that has to take place after the data has been sent from Payhawk.

  1. Back in Zapier, click on Action and select Slack.

  2. In the dialog that opens:

    1. From the Action event drop-down menu, select Send channel message.

    2. Under Account, select your Slack user. Click on Continue.

  3. In the Message Text field, click on the + (plus) sign to view the payload generated when you tested the webhook and trigger. Select the attributes you want to refer in the Slack notification.

  4. Click on Continue and test the step.

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