Zapier Automation #4: Slack and WhatsApp
Using our native Zapier integration, you can easily integrate Slack with WhatsApp on TimelinesAI. With Zapier, you can connect Slack to TimelinesAI and set up triggers for different actions.
This native Zapier integration is available on all TimelinesAI plans. You can try it for free with no credit card or extra setup required. It works seamlessly with any WhatsApp number!
The documentation presents step-by-step demonstrations to ensure you can easily configure and manage these automated workflows.
Let’s get started 🚀
Prerequisites
To create Workflow Rules in Slack, you'll need a few essential tools. You must integrate these tools to automate tasks, streamline communication, and improve workflow efficiency.
- TimelinesAI Workspace Account with WhatsApp Integration — This ensures you can send automated WhatsApp messages based on trigger workflow actions.
- Slack — A collaboration tool that helps teams communicate in real-time. By integrating Slack with TimelinesAI, you can trigger automated WhatsApp messages and set up notifications within Slack based on specific actions. This integration ensures seamless communication and task management without switching between multiple platforms.
With these tools in place, you’ll be all set to create efficient workflows that save you time and enhance team collaboration.
Navigation
Zapier provides a seamless way to integrate Slack and TimelinesAI. From the navigation menu, you can access Zapier and set up trigger events and action events to connect TimelinesAI with Slack and streamline your processes.
In this demonstration, we will guide you how to navigate TimelinesAI effectively.
Create Custom Workflows
By creating custom workflows, you can set specific actions that automatically occur when the specified trigger event happens. For example, when a new message is received in WhatsApp, it can automatically send a notification or perform another action. This helps keep everything running smoothly without manual effort.
Configure the Trigger
When setting up a custom workflow, we will configure the trigger to specify the event that will start the process. For example, this could be a new message arriving or a specific action being taken. Once the trigger is set, it ensures that the workflow begins automatically whenever the defined event occurs.
In this demonstration, you will learn how you can configure the trigger to create custom workflows.
When configuring the trigger, you must define the trigger events, which may require different fields depending on the selected event type. Here are the options:
Trigger Event | Type | Description |
|---|---|---|
Chat Closed | Instant | Triggers when a chat is closed. |
Chat Renamed | Instant | Triggers when a chat is renamed. |
New Incoming Chat | Instant | Triggers when a new incoming chat is created. |
New Outgoing Chat | Instant | Triggers when a new outgoing chat is created. |
New Received Message | Instant | Triggers when a new incoming message is received. |
New Sent Message | Instant | Triggers when a new message is sent. |
New Uploaded File | Polling | Triggers when a new uploaded file is created. |
New WhatsApp Account | Polling | Triggers when a new WhatsApp account is created. |
Configure the Action
After configuring the trigger, we will now configure the action, which defines what happens once the trigger is activated. The action specifies the task to be carried out, such as sending a message, creating a new item, or updating information in another tool. This ensures that the workflow not only starts but also completes the necessary tasks automatically.
In this demonstration, we will guide you to configure the action to create custom workflows in Slack.
During the action setup, you need to specify the trigger events, each with unique field requirements based on the event type. Below are the options:
Action Events | Category | Description |
|---|---|---|
Add Reminder | Create | Adds a reminder for yourself or a teammate, just like the /remind slash command. |
Create Channel | Create | Creates a new channel. |
Create Private Channel | Create | Creates a private channel in Slack. |
Delete Message | Create | Deletes an existing message in a specific Slack channel using the channel ID and message timestamp. |
Edit Message | Create | Updates a specific message sent by the same authenticated user, requiring the channel ID, timestamp, and new text. |
Find Public Channel | Create | Finds a public channel in Slack using the channel ID or name. |
Get Message by Timestamp | Create | Retrieves a specific message from a conversation history using the message's timestamp. |
Invite User to Channel | Create | Invites an existing user to a channel (must be a member of the channel to invite someone). |
Remove User from Channel | Create | Removes a specified user from a specified Slack channel. |
Retrieve Thread Messages | Create | Retrieves all messages sent to a specific thread in a selected channel. |
Send Channel Message | Create | Posts a message to a specified #channel, with the option to schedule message delivery. |
Send Direct Message | Create | Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later. |
Send Private Channel Message | Create | Posts a new message to a private channel you choose. Can also schedule a message for later. |
Set Channel Topic | Create | Sets the topic on a selected channel. |
Set Status | Create | Sets your Slack status to the given text and emoji. |
Update Profile | Create | Updates basic profile fields such as name or title. |
API Request (Beta) | Create | Makes a raw HTTP request that includes this integration’s authentication |
Find Message | Search | Find a Slack message using the Slack Search feature. |
Find User by Email | Search | Finds a user by matching against their email instead of their username. |
Find User by ID | Search | Finds a user by their ID. |
Find User by Name | Search | Finds a user by matching against their real name instead of their username. |
Find User by Username | Search | Finds a user by their username. |
You can create Zaps with various triggers and actions for Slack/TimelinesAI based on your specific needs. Here we are going to create zap for:
Receive Slack Channel Notifications for New Incoming Chats in TimelinesAI
By creating Zap between TimelinesAI and Slack, you can receive instant notifications in your Slack channel whenever a new chat comes in. This means that instead of having to check TimelinesAI constantly for updates, you’ll get an alert directly in Slack, where your team is already working.
Configure the Trigger
While creating the Zap for this integration, first you need to configure the trigger. The trigger will automatically send a notification to your Slack channel whenever a new chat is received in TimelinesAI. Once this trigger is set up, the workflow will activate, and notifications will be sent in real-time to Slack.
In this demonstration, we will explain how to configure the trigger to receive Slack notifications whenever you get a new incoming chat on WhatsApp.
Configure the Action
After configuring the trigger, define the action that specifies the system response when the trigger event occurs. In this case, we will configure it to send a Slack notification whenever a new WhatsApp chat is received in TimelinesAI. This ensures real-time updates in the Slack channel without having to check chats manually.
In this demonstration, we will explain how you can configure the action to receive Slack notifications whenever you receive a new WhatsApp chat.
While configuring the action event to receive notifications on Slack Channel for new incoming WhatsApp chats, you will need to fill in the following fields.
Action Field | Description |
|---|---|
Send as a bot? | Select "Yes" to send as a bot, hiding your identity. |
Bot Name | User name designated on Slack for notifications; defaults to Zapier if left blank. |
Bot Icon | Use an icon from a URL or an emoji within your Slack account. |
Include a link to this Zap | Select "No" to prevent sharing a Zap link within each notification. |
Attach Image by URL | Specify a URL to upload an image to Slack; leave empty to disable. |
Auto-Expand Links | Allows link previews in shared chats; select "No" if not needed. |
Link Usernames and Channel Names? | Mention specific users or channels in Slack. |
Schedule At | Schedule the notification for a specific time. |
File | Attach a file if needed; leave it blank otherwise. |
Thread | Associate the notification with a Slack thread; leave it blank if not required |
Broadcast To Channel? | Select "No" to disable broadcasting to the channel. |
Predefined Popular Workflows for Slack and WhatsApp Integration
A Predefined Popular Workflow simplifies Slack and WhatsApp integration and enables automation between Slack/WhatsApp and Slack/WhatsApp. Users can select the workflow, adjust configurations as needed, and activate it for seamless automation without manual setup.
In this demonstration, we will show how to access popular predefined workflows for integrating Slack with WhatsApp.
Generate a New TimelinesAI Token ID
Generating a new TimelinesAI Token ID helps users access the platform securely. A new token ensures proper authentication, allows you to control permissions, and helps track usage.
In this demonstration, we will guide you how to generate a new TimelinesAI token ID:
We hope this documentation has been useful. You can access the pre-configured Zap template here:
If you have any questions or require further assistance, please reach out to us via Chat Support or email us at hello@timelines.ai. Our team is available to help with any setup or troubleshooting inquiries.
Updated on: 17/02/2025
Thank you!