Wix is a tool that allows you to create websites without coding and is used for a wide range of services, including booking sites. By integrating this Wix with the communication tool Slack, inquiries from customers can be immediately notified to Slack, allowing for smooth responses to inquiries. This can help speed up operations and should also be useful for reviewing traditional work processes!
Such app integrations used to require programming, but by using the pre-configured Yoom flowbot templates, they can be easily implemented without code. We will also explain the setup methods and specific usage, so please read to the end!
Recommended for
Those who are using Wix and Slack
Those considering integrating Wix and Slack to improve work efficiency
Those managing inquiries by integrating Wix and Slack
Those using the integration of Wix and Slack to support sales activities
For those who want to try it immediately
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve this. You can start immediately from the templates below, so please give it a try!
When accessing the dashboard, check the URL displayed in the browser's URL bar. Typically, the URL is in the following format: https://manage.wix.com/dashboard/{SiteID} The part following "dashboard/" in this URL is the Site ID.
Slack
URL of the Workspace to Notify
Channel to Post
Administrator approval may be required, so please check in advance.
Here, we will set up the registration of the app information to be integrated into Yoom. Log in to the Yoom workspace and click + Add within the My Apps screen.
A list of apps that can be connected with Yoom will be displayed. Search for the app to be connected from the search box at the top and proceed with the My App registration.
Wix
Select Wix from the search results. A screen will appear to enter the values obtained during the preparation.
Enter each required field and click the Add button. This completes the Wix My App registration.
Slack
Select Slack from the search results. A screen will appear to sign in to the Slack workspace.
Enter the URL of your workspace and click Continue. You will be taken to a screen to request access permission from Yoom to Slack.
The template will be copied to my project. Click on the title within the red frame to navigate to the Flowbot settings screen.
Step 3: App Trigger "When a message is received in the inbox"
Click on the first process of the template.
Retrieve the information to be extracted from Wix.
(1/2) Select the Linked Account and Action
The items displayed here are pre-configured.
App Trigger Title
App
Account information linked with Wix
Trigger Action
→ Click Next
(2/2) Select the Linked Account and Action
Log in to the Wix dashboard.
Click on Automation in the side menu, then click + New Automation in the top right corner.
Create a new automated workflow and select "When a message is received" as the trigger. This trigger automatically executes an action when a message is sent.
Next, select "Send via Webhook" under "Choose Action".
Copy and enter the Webhook URL provided by Yoom into the displayed screen.
After entering the Webhook URL, click "Apply" to complete the setup. This will automatically execute the Webhook and send data to Yoom when a message is sent.
Let's return to the Yoom settings screen.
→ Click Test → Success, you can retrieve message items from the output.
→ Click Save
Step 4: Integrate with the App "Send a message to the channel"
Click on the second process of the template.
In this process, set up the notification content for Slack.
(1/2) Select the Linked Account and Action
These items are pre-configured.
App Trigger Title
App
Account information linked with Slack
Trigger Action
→ Please click Next.
(2/2) API Connection Settings
Channel ID for posting
Click the edit field to open a dropdown displaying channel candidates from the Slack workspace. Select the channel to notify, and the ID will be automatically quoted.
Message
Create a template for the notification. Click the edit field to display the extracted output in a dropdown. Selecting the output will embed a reference code in the edit field. It becomes easier to understand if you enter an item before the reference code.
→ Click Test. → Success
→ Click Save Let's click Save. This concludes the settings for this flow.
Step 5: Turn ON the App Trigger
Once all processes are set, a completion screen will pop up.
Turn ON the Trigger to activate the Flowbot. You can switch it using the toggle at the top left of the template.
Automation was achieved in a short time without using programming! Here is the template used this time.
Besides the flow introduced this time, you can achieve various business automations by utilizing the APIs of Wix and Slack. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Automation Examples Using Wix
Add When a Form is Submitted in Wix
By automatically adding the submitted information, you can quickly perform data aggregation and analysis, which can be useful for planning marketing strategies.
When a form is submitted on Wix, add it to Airtable.
■Overview Are you manually copying inquiries and application information received from forms on your Wix-built website into Airtable each time? This task not only takes time but can also lead to human errors such as input mistakes and omissions. By using this workflow, when a form is submitted on Wix, its contents can be automatically added as a record in Airtable, eliminating manual data entry and streamlining customer information management.
■Who we recommend this template for - Those who run a website on Wix and manage inquiries and applications from forms - Those who use Airtable to manage customer information or projects and want to automate data entry - Those who want to resolve issues such as input mistakes and missed follow-ups caused by manual data transfer
■Notes - Please connect Yoom with both Wix and Airtable. - The Wix output can be obtained via JSONPath. Please refer to the following for how to obtain it. https://intercom.help/yoom/en/articles/9103858
■Overview Are you manually transferring inquiry and application information obtained from forms on your Wix-built website to Microsoft Excel? This task is time-consuming and also carries the risk of human errors such as input mistakes and omissions. By using this workflow, when a form is submitted on Wix, information is automatically added to Microsoft Excel, allowing you to smoothly resolve these issues.
■Recommended for ・Website managers who manually transfer information obtained from Wix forms to Microsoft Excel ・Those who manage customer information and inquiries in Microsoft Excel and want to streamline data entry ・Anyone who wants to automate data transcription and focus on more important core tasks
■Notes ・Please connect Yoom with both Wix and Microsoft Excel. ・Wix outputs can be retrieved via JSONPath. For how to retrieve them, see below. https://intercom.help/yoom/en/articles/9103858 ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For settings regarding operations that manipulate the Microsoft Excel database, please see below. https://intercom.help/yoom/en/articles/9003081
■Overview Are you manually copying inquiries and application details submitted via Wix forms into Trello task cards? This work is not only time-consuming but can also cause human errors such as input mistakes and missed follow-ups. By using this workflow, when a Wix form is submitted, a new card is automatically created in Trello, streamlining task management.
■Recommended for ・Those who manage information from Wix forms in Trello and find manual transcription cumbersome ・Those who want to prevent missed follow-ups from form inquiries and improve task management efficiency ・Those who want to automatically consolidate leads and tasks from the site and focus on more core work
■Notes ・Please connect Yoom with both Wix and Trello. ・Wix outputs can be retrieved via JSONPath. Please refer to the following for how to obtain them. https://intercom.help/yoom/en/articles/9103858
By eliminating the manual work in the notification process, you can avoid the risk of human error and maintain the accuracy of the information being shared.
When a form is submitted on Wix, notify Google Chat
■Overview Have you ever experienced delays in sharing inquiries or applications received via Wix forms with the person in charge, or missed follow-ups? Manually reviewing the contents and notifying the team each time is labor-intensive and can encroach on your core work. By using this workflow, the moment a form is submitted in Wix, a notification is automatically sent to your specified Discord channel, enabling smooth information sharing and preventing missed follow-ups.
■Recommended for ・Those who want to streamline handling of inquiries from forms on websites created with Wix ・Those who use Discord as an internal team communication tool and want to streamline information sharing ・Those in charge who want to prevent missed responses and time lags caused by manual notification tasks
■Notes ・Connect Yoom with both Wix and Discord. ・Wix outputs can be retrieved via JSONPath. For how to retrieve them, please see the link below. https://intercom.help/yoom/en/articles/9103858
■Overview Do you feel that manually copying important information shared on Slack into Microsoft Excel is cumbersome and prone to omissions? In particular, communications that require records, such as reports and requests, should be managed accurately. By leveraging this workflow, you can detect posts to a specific Slack channel and automatically copy the poster, message content, etc., into a specified Microsoft Excel file, resolving these information management challenges.
■Recommended for ・Those who manually copy Slack post content into Microsoft Excel to create business reports, etc. ・Team leaders who receive reports from multiple people on Slack and manage tasks and progress in Microsoft Excel ・Those who want to reduce the time spent on manual information transfer and focus on more important work
■Notes ・Please integrate Slack and Microsoft Excel with Yoom. ・You can select a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan. ・Microsoft365 (formerly Office365) offers consumer plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail. ・For the configuration of the operation to manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
This is a flow bot that integrates with Yoom's schedule trigger to send notifications. By activating at the specified date and time and performing tasks automatically, it should help prevent omissions and delays in responses.
Activate the flow bot at the end of each month and notify Slack.
■Overview This is a flow that automatically posts to a Slack channel at a fixed time every day. The posting date, time, channel, and message content can be freely customized.
If you manually notify Slack of messages in your Wix inbox, it can be time-consuming and labor-intensive, potentially causing delays in notification timing... By utilizing this integration, when a message from a customer arrives in your Wix inbox, it is quickly notified to Slack. This notification allows customer support representatives to immediately review the content and respond without missing the timing. This not only reduces effort but also minimizes the risk of missing important messages, enabling quick and smooth responses.
Benefit 2: Organize Customer Information in Slack for More Accurate Approaches
The customer information automatically forwarded from Wix includes various details, but if you manually share this information on Slack, there might be instances of information sharing omissions. By incorporating automation, it is expected that information such as names, phone numbers, and email addresses included in messages in the Wix inbox can be automatically notified to Slack. This should prevent content omissions and make it easy to check and organize! Sales representatives can instantly grasp customer needs and inquiry history based on the correctly notified information, leading to timely and accurate approaches.
Conclusion
By utilizing the Flowbot introduced this time, you can easily achieve Wix and Slack integration without any code. Customer inquiries can be immediately notified to Slack, speeding up the sharing process with the entire team. This should strengthen the support system and also support decision-making. Additionally, by organizing customer information into an easily understandable format, more appropriate approaches may become possible!
Please make use of this automation with Flowbot to support quick and smooth customer responses.
See you again!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With a decade of experience as a Web Planner and Director, my primary responsibilities at a web production company included proposing and managing revision and operation plans for clients. Currently, I am a parallel worker. In the Content Division at Yoom, I am involved in blog production, while also handling external PR projects for companies as an independent contractor. As I embark on a new venture in the vacation rental industry, I am committed to optimizing routine work efficiency.
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