Slack Automation
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Connect Slack to Tonomo via Zapier to automatically send a message to your team whenever a client books a new order or updates an existing one. Using Webhooks, Tonomo triggers Zapier to forward these updates to a designated Slack channel, ensuring your team stays informed about new bookings or changes in real-time. This automation helps streamline communication and keeps everyone on the same page.
Log in to Zapier:
Go to Zapier and log into your account.
Start a New Zap:
Click the “Create Zap” button.
Set the Trigger App:
Search for and select “Webhooks by Zapier” as the trigger app.
Choose the Trigger Event:
Select “Catch Hook” and click Continue.
Copy the Webhook URL:
After setting up the trigger, Zapier will provide a unique Webhook URL. Copy this URL—you’ll use it on your portal.
Log in to tonomo.io:
Go to your tonomo portal https://portal.{{COMAPANY-DOMAIN}}.
Access the Webhook Section:
Navigate to the Webhook section under “Configure Booking > General” section.
Paste Webhook URL:
Paste the Zapier Webhook URL into the designated field.
There are different fields on tonomo where you can use this. For example Booking Created webhook, Booking Created by New Customer, Appointment scheduled webhook, etc.
Test the Webhook:
Trigger an event in tonomo.io that matches the webhook's criteria (e.g., create a test booking).
To test, create an order with dummy customer contact information (Don't just leave stuff blank, create an order as if it was real).
Jump back into Zapier and click Test Trigger. The test order can take up to a couple minutes to come through, so give it a few tries.
If it's successful, you will see the fields you can use for the message text!
If it's not, double check your URL you pasted to Tonomo matches the one Zapier provided. Then reach out to your support person if the issue persists.
Choose the Action App:
In Zapier, search for and select “Slack” as the action app.
Choose the Action Event:
Select “Send Channel Message” and click Continue.
Connect Your Slack Workspace:
Authenticate your Slack account and grant permissions.
Select the Slack Channel:
Choose the specific channel where the messages will be sent.
Customize the Message Text:
Include any suitable message that you want and replace placeholders (e.g., {{{property_address.formatted_address}}}) with the actual fields from the webhook payload.
