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

Learn how to automate Slack notifications for new Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate Slack notifications for new Cognito Forms submissions, start by accessing Pabbly Connect. Open your browser and type in the URL to reach the Pabbly Connect landing page.

Once there, sign in to your existing account or create a new one. If you’re a new user, signing up will give you 100 free tasks to start. After signing in, navigate to the dashboard and select Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on ‘Create Workflow’ to set up your automation. You’ll be prompted to name your workflow; enter something descriptive like ‘Notify Team on Slack for New Cognito Forms Submission’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed with your new workflow.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. In this case, the trigger application will be Cognito Forms, and the action application will be Slack. This setup allows Pabbly Connect to send notifications to Slack whenever a new form submission occurs.

3. Setting Up the Trigger with Cognito Forms

Now, configure the trigger in Pabbly Connect. Select Cognito Forms as your trigger application and choose the event ‘New Entry’. This means that every time a new form is submitted, the automation will be triggered.

Next, Pabbly Connect provides you with a webhook URL. This URL is crucial as it connects Cognito Forms to Pabbly Connect. Go to your Cognito Forms account, find the form you want to use, and paste the webhook URL into the designated field under ‘Posting Data to Our Website’. Make sure to save your changes.

4. Configuring the Action with Slack

After setting up the trigger, it’s time to configure the action. In Pabbly Connect, select Slack as the action application and choose ‘Send Channel Message’ as the action event. This action will send a message to your specified Slack channel whenever a new submission is received.

Click on ‘Connect’ to establish a connection between Pabbly Connect and Slack. You will need to authorize access by entering your Slack token. Once connected, select the channel where you want to receive messages, such as ‘Customer Support’. Draft your message format, including dynamic fields like customer name, email, and reported problem using the mapping feature.

5. Testing the Integration

Now that everything is set up, it’s time to test the integration. Submit a test entry through your Cognito Form to see if the notification appears in Slack. Fill in the form with sample data and submit it.

Return to Pabbly Connect to check if the response has been captured. If successful, you should see the message in your Slack channel. This confirms that the integration is working correctly. You can repeat the form submission process to ensure that all future submissions will also trigger notifications in Slack.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate Slack notifications for new Cognito Forms submissions streamlines communication for your team. By following these steps, you can ensure that all customer feedback is promptly addressed, enhancing your support workflow.