Integrate Cognitive Forms with Slack Using Pabbly Connect

Learn how to integrate Cognitive Forms with Slack using Pabbly Connect for real-time notifications. This step-by-step guide covers the entire process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cognitive Forms with Slack, first access Pabbly Connect. This platform serves as the automation tool that connects your applications seamlessly. Simply visit the homepage of Pabbly Connect and either sign in or sign up for a free account.

Once logged in, you will see the dashboard where you can create workflows. This is where you will set up the integration between Cognitive Forms and Slack. The ease of use of Pabbly Connect allows you to automate notifications effectively, streamlining your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something descriptive, like ‘Notify Team on Slack Channel for Cognitive Form Submission.’ You can also select a folder to organize your workflows.

• Click on ‘Create’ to finalize your workflow.
• This will take you to the workflow setup screen.

In the workflow setup, you will define the trigger and action. The trigger will be a new entry in Cognitive Forms, while the action will be a notification sent to Slack. This setup is crucial for automating the feedback process.

3. Setting Up the Trigger with Cognitive Forms

Now, it’s time to set up the trigger in your Pabbly Connect workflow. Select ‘Cognitive Forms’ as your trigger application and choose the trigger event as ‘New Entry.’ This means that whenever a new feedback submission is received, the workflow will activate.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and pasted into your Cognitive Forms settings to connect the two applications. In your Cognitive Forms account, navigate to the form you are using and under the ‘Build’ option, select ‘Post JSON Data to a Website’ to enter the webhook URL.

• Paste the webhook URL in the designated field.
• Save your changes and publish the form.

With this setup, Pabbly Connect will now be able to receive data from your Cognitive Forms whenever a new submission occurs.

4. Setting Up the Action to Notify Slack

After successfully setting up the trigger, the next step is to configure the action. In your Pabbly Connect workflow, select ‘Slack’ as the action application and choose the action event as ‘Send Channel Message.’ This action will send notifications to your designated Slack channel whenever a new entry is received from Cognitive Forms.

To set up this action, you will need to connect your Slack account with Pabbly Connect. Click on the connect button and enter the required token type (user or bot). After allowing access, select the channel where you want to send notifications, such as ‘Customer Feedback.’ In the message field, create a message template that includes relevant details from the form submission.

Map the fields from the Cognitive Forms submission to the message. Ensure to include client name, company, phone number, email, and feedback in your message.

This action ensures that your team stays updated in real-time about new client feedback, enhancing communication and response times.

5. Testing the Integration

Now that your workflow is set up, it’s time to test the integration. Go back to your Cognitive Forms and submit a test entry with dummy data. After submitting, check your Slack channel to see if the notification appears as expected.

This testing phase is crucial to ensure that everything is working correctly. If the notification appears in your Slack channel, it confirms that Pabbly Connect is successfully relaying information from Cognitive Forms to Slack. You can now refine your message or add additional actions if needed.

Through this process, you have effectively automated the feedback notification system, allowing for a more efficient workflow that keeps your team informed and engaged.

Conclusion

In this tutorial, we explored how to integrate Cognitive Forms with Slack using Pabbly Connect. By setting up triggers and actions, you can automate notifications for new feedback submissions, enhancing team communication and efficiency. Implementing this integration can significantly improve your workflow and client satisfaction.