Automate Slack Notifications for Form Submissions

Slack is a messaging app for business that connects people to the information they need. By using slack, you can receive email notifications whenever a user submits a form on your website. This can be a useful way to stay informed about new submissions and respond to them quickly.

Setting up Slack Integration

To add the new workflow action for form submissions to receive slack notification to your workspace, follow these steps:

1. Make sure you have an account on slack if not. You can follow the guide on how to create or join the workspace on the slack. Slack Getting Started (opens in a new tab)
2. Log in to your dashboard and navigate to the the “Apps” Tab
3. Click on Slack “Connect”. This will bring an authorising window for you to authorise Slack. Here login into the Slack workspace if not already logged in.
4. Select all the required option while connecting to slack account and click “Allow”

5. Now navigate to the “Forms” tab and select the form for which you want to set up slack notification for.
6. Under the selected form page navigate to the “Workflows” Tab
7. Under the workflows click on the “Actions” and select “Add action” this will bring up a new window.
8. Here select the App as “Slack” and Connection which was connected previously.

9. After Selecting all the options click on “Add” and test the slack workflow action by submitting a test form on your website and verifying that the new submission notification is received on the configured slack workspace.

Toggling the Slack Workflow

Once you have added the slack action to the form’s workflow, you can toggle the workflow action by:

1. Navigate to the the “Workflow” tab under the selected form
2. Just click on the toggle switch on the slack action to pause or resume the workflow.

Troubleshooting Slack Workflow.

If you encounter any issues with slack workflow, such as not receiving notifications on your slack workspace, you can troubleshoot the issue by:

• Verify the connected slack workspace while authorising the connection.
• Reconnecting the slack connection by clicking the the reconnect button under the “Apps” tab and reconfigure the options according to your preference.
• Test the workflow by submitting the test submission on the form.