Connector Corner: Automate dynamic content and events by pushing a button

Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:

Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:

In a second workflow supporting the same use case, you’ll see:

Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message

Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...

Speakers:

Akshay Agnihotri, Product Manager

Charlie Greenberg, Host

1. 1
Integrate to automate!
Welcome to
Connector Corner

Automate dynamic content and
events by pushing a button

2. 2

3. 3
Connect to all your automation opportunities
with UiPath Business Automation Platform connectors
Microsoft Entra ID (formerly AAD)
Generative AI Automation
Line of Business
Automation
IT system
Automation
Automate any API-based system
No pre-built connector available for your needs? Easily create no-
code custom connectors with UiPath Connector Builder
[Connector examples by category]

4. 4
Spotlight On

5. 5
Today’s UiPath team
Akshay Agnihotri
Product Manager
Diana Gray
Community Marketing
Manager
Charlie Greenberg
Product Marketing
Manager

6. 6
Objectives / Value Proposition
Who does this help? Why is it useful? Competitive Positioning
Anyone who wantsto trigger automations
involving systems such as CRM,
Marketing Automation, ITSM etc. from
Slack messages without even logging into
the respective system.
Sales and Marketing departments of an
organizationusingMailchimp for email
marketing automation or syncing data
between CRM and Mailchimp
•Slack buttons allow customers to build
workflow/review mechanism and monitor
automations
•It helps users to effectively use human
intervention at key decision/touch points
and choose among 2-5 automations
involving a variety of applications without
logging into that respective application.
•RPA developer or Business usercan
nowcreate subscribers, add data to
merge fields, andsend email campaigns
passing the merge fields as part of email
content.
Almost all IS connectors now come
with Studio and Studio Web i.e.
users can now automate using APIs
(not just UI automation)
Reduce manual work by integrating
any/every IS connector with 100+
others

7. 7
Key Features
Slack V2.6 - GARelease Date: 15 June 2024
1.Slack button enhancements on the below
activities:
1.Send Message to Channel
2.Send Message to User
3.Send Reply
2.New Curated Activities:
1.Create Group Direct Message
2.Send Button Response
3.Join Channel
4.Archive Channel
5.Set Channel Topic
6.Get Channel Info
3.Slack Auth Improvements:
1.Create a common connection for both bot and user token by selecting scopes
and toggle bot/user at activity level
4.Slack Events:
1.Button Clicked
5. Call any endpoint using HTTP activity

8. 8
Key Features
Mailchimp (DAP & Studio Web) – GA Already Released
Below feature is newly added:
•Merge/Custom fields support on Add Subscriber and Update Subscriber
Below curated activities are enhanced:
1.Add / Update Subscriber
2.Create / Update Audience
3.Create / Update Campaign
4.Send Campaign
5.Schedule Campaign
6.Send Test Email
7.Get Campaign Report
Below events are added:
1. Audience Created
2. Campaign Created
Call any endpoint using HTTP activity

9. 9
Key Use Cases
1.When an opportunity is closed and won in Salesforce, choose whether to initiate/create Sales Order in
Netsuite or Send Sales Agreement via DocuSign or Email Supplier via Outlook by triggering the
respective automation with the help of a Slack button
2.When a time-off request is raised in HR tool such as BambooHR, approve or deny the time-off
request with the help of a Slack button
3.When a report is created in SAP Concur, approve or reject the report with the help of a Slack button
4.When a customer support request is raised in the help channel of Slack, either create a Jira/Zendesk
ticket or just notify the team/usergroup with the help of a Slack button
5.Every week using a time-based trigger, create an email campaign in Mailchimp and send a test email
for Manager/Peer review, who in turn can approve or reject the scheduling/sending of the email
campaign to the target audience with the help of a Slack button

10. 10
Trigger and choose among 2 automations using Slack buttons when a
campaign is created in Mailchimp

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12. 12
Discover what’s new in our Connector Catalog
Via Automation Cloud Connector Corner YouTube playlist

13. 13
Q&A
‘Ask Akshay!’
[email protected]

14. 14
Thank
You!