How to integrate Yay! Forms with Slack
Follow the steps below to integrate Yay! Forms with Slack:
First, you should go to the Slack API link to create your app.
When you click on it (and log in, if necessary), you will see the screen in the image below. On it, just click From scratch.
Afterwards, you just need to enter any name for the app and choose which workspace you want to associate it with.
Next, you will be redirected to the screen below, where the next step is to enable the Webhooks feature. Click on Incoming Webhooks.
On this screen, simply click on the button indicated in the image👇.
After activating the Webhooks feature, scroll to the bottom of the page and click on the Add a New Webhook to Workspace button, as indicated in the image.
You will be redirected to the page below, where you will need to select the Slack channel to which you want to send messages and click Allow.
In the example below, I will select a channel I created to display the names of new clients who have arrived at the company.
Now just click on the indicated area to copy the created URL.
After obtaining your Webhook URL, all you need to do is place it in the first field of your form. In the second field, you can enter the desired message.
It's worth noting that you can use placeholders in your message. If you have any questions about how to use them, you can follow this explanatory link:https://help.yayforms.com/article/182-guide-to-placeholders-for-email-and-messages-customization
After setting up your integration, you can easily enable or disable it by clicking the button below. Additionally, you can adjust the settings or test it by clicking on the three dots.
Important Notes
Fill out the Form
For the test to be submitted correctly, it is necessary for the form to have at least one valid response filled in.
Data Submission
The test will submit the data of the last valid response filled out.
Submission Status
Please note that the test does not mark the response as sent in the respective integration being tested. This is just a procedure to verify the integration.
We hope you enjoy the new integration :)
If you have any questions or suggestions, please send an email to help@yayforms.com.