How do I integrate with Slack?

Our direct integration makes it easier than ever to connect Slack with your forms!

Connect Slack to Paperform

1. In the Form Editor navigate to After Submission → Integrations & Webhooks.
2. Click on "Slack" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

1. Click on "Add Account +" to connect your Slack account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Slack account.

1. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Slack account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Slack direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Send Message to a Channel

This action will send a new message to a specified channel using the answers passed through your form submissions.

After setting up your Slack connection for the action, complete the fields presented. The list of fields and what they do can be found below;

• Channel - A list of the available channels you can send a new message to.
• Message - The main text body of your new message.

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Using special characters in the "Message" content

Avoid including special characters (+, &, etc) in your message content, as Slack may prematurely truncate your message content when it's sent to the designated channel.

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.

Access to a channel

To send a new message to a channel on Slack, your account must be a member of the channel and have permission to send messages here. Without both of these requirements being met, the channel won't be listed in the dropdown menu provided.

What is Paperform?

Paperform is a web platform that enables anyone to create beautiful online forms, payment or product pages, quickly and intuitively, without any technical knowledge.

Want to be able to do more with Slack? Let us know at support@paperform.co.