How to Notify Team on Slack Channel for Cognito Forms Submission Using Pabbly Connect

Learn how to integrate Cognito Forms with Slack using Pabbly Connect to automate notifications for form submissions. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Slack and Cognito Forms

To notify your team on a Slack channel for Cognito Forms submissions, you will first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Begin by visiting the Pabbly Connect website.

Once on the homepage, you can either sign in if you’re an existing user or sign up for a free account. By signing up, you will receive 300 tasks every month to explore the features of Pabbly Connect. After signing in, you will be directed to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will then be prompted to name your workflow. For instance, you can name it ‘Notify Team on Slack Channel for Cognito Form Submission’.

• Click on the ‘Create’ button to finalize your workflow creation.
• Set up the trigger by selecting ‘Cognito Forms’ as your trigger application.
• Choose the ‘New Entry’ event to detect new submissions.

With your workflow created, you will now set the trigger event to capture new submissions from Cognito Forms. This ensures that every time a new feedback form is submitted, Pabbly Connect will automatically trigger the next steps in your workflow.

3. Connecting Cognito Forms to Pabbly Connect

After setting up the trigger in Pabbly Connect, you will receive a webhook URL. This URL is essential for connecting your Cognito Forms account to Pabbly Connect. Copy the webhook URL provided by Pabbly Connect.

Next, log into your Cognito Forms account and navigate to the specific form you want to use. Under the ‘Build’ section, select the option for posting JSON data to a website. Here, you will paste the webhook URL into the designated field. Ensure you save the changes and publish your form.

4. Setting Up Slack Notifications via Pabbly Connect

Now that your Cognito Forms are connected to Pabbly Connect, it’s time to set up the action step that will send notifications to your Slack channel. In the action step, select Slack as your action application and choose the ‘Send Channel Message’ event.

To connect Slack with Pabbly Connect, you will need to authorize the application by providing a token type. You can choose either user or bot token types based on your preference. After entering the token type, grant access to your Slack workspace by clicking the ‘Allow’ button.

• Select the Slack channel where you want to send notifications.
• Enter the message format for notifications, including dynamic fields from the Cognito Forms submission.
• Map the data fields to ensure the right information is sent in the notification.

This setup allows your team to receive instant updates in Slack whenever a new feedback form is submitted through Cognito Forms, streamlining communication and response times.

5. Testing the Integration of Pabbly Connect with Slack and Cognito Forms

To ensure that your integration works correctly, you should perform a test submission in your Cognito Forms. Enter dummy data and submit the form to trigger the workflow in Pabbly Connect. After submitting, check your Slack channel for the notification.

If everything is set up correctly, you will see a message in your Slack channel detailing the submission, including client name, company, feedback, and other relevant information. This confirms that your integration is functioning as intended.

By following these steps, you have successfully automated the notification process for Cognito Forms submissions to Slack using Pabbly Connect. This integration not only saves time but also enhances team collaboration.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate notifications from Cognito Forms submissions to a Slack channel. This integration streamlines communication and enhances team responsiveness to client feedback.