This article will help you integrate Yay! Forms with Slack by creating a Slack app, enabling Incoming Webhooks, generating a Webhook URL, and adding it to your form so you can send messages to a selected Slack channel.
Creating a Slack app
Follow the steps below to integrate Yay! Forms with Slack:
First, go to the API Slack link to create your app.
When you click it (and log in, if necessary), you will see the screen shown in the image below. There, just click from scratch.
Then just enter any name for the app and choose which workspace you want to associate.
Enabling Incoming Webhooks
Next, you will be redirected to the screen below, where the next step is to enable the Webhooks feature. Click Incoming Webhooks.
On this screen, just click the button indicated in the imageš
After enabling the Webhook feature, scroll to the bottom of the page and click the Add New Webhook to Workspace button, as shown in the image.
You will be redirected to the page below, where you will need to select the Slack channel you want to send messages to and click Allow.
In the example below, I will select a channel I created to display the names of new customers who joined the company.
Now just click the indicated location to copy the created URL.
Adding the Webhook URL to your form
After you get your Webhook URL, just add it to your form in the first field. In the second field, you can enter the message you want.
Keep in mind that you can use placeholders in your message. If you have any questions about how to use them, you can follow this explanation link: Guia de Placeholders para PersonalizaĆ§Ć£o do Emails e Mensagens.
Managing and testing the integration
After setting up your integration, you can easily enable or disable it by clicking the button below. In addition, you can adjust the settings or test it by clicking the three dots.
Important notes
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Fill out the form
For the test to be sent correctly, the form must have at least one valid response filled in. -
Data submission
The test will send the data from the last valid completed response. -
Sending status
Please note that the test does not mark the response as sent in the integration being tested. This is only a procedure to verify the integration.
Support
If you have any questions or suggestions, send an email to [email protected].
Conclusion
You learned how to create a Slack app, enable Incoming Webhooks, generate and copy a Webhook URL, and configure it in Yay! Forms with a customizable message (including placeholders), as well as how to enable/disable, adjust, and test the integration.