Integrating Cognito Forms with Slack Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Slack using Pabbly Connect in this step-by-step tutorial. Automate your workflow efficiently! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Cognito Forms with Slack, first access Pabbly Connect by visiting pabby.com/connect. You can sign in if you already have an account or sign up for free to get started. Signing up grants you 100 free tasks every month to practice your workflows.

After logging in, click on Pabbly Connect to enter the automation interface. Here, you can create a new workflow by clicking on ‘Create Workflow’. Name your workflow, such as ‘Cognito Forms to Slack’, and click on ‘Create’ to proceed.

2. Setting Up the Trigger with Cognito Forms

In the workflow, the first step is to set up the trigger. Select Cognito Forms as the trigger application and choose the event ‘New Entry’. This event will activate when a new response is submitted in Cognito Forms.

• Select the ‘New Entry’ event from the dropdown.
• Copy the provided webhook URL.
• In Cognito Forms, go to Submission Settings and enable ‘Post JSON data to a website’.
• Paste the webhook URL into the endpoint field and publish your form.

After submitting the form, you will see the new entry data appear in Pabbly Connect. This confirms that the connection between Cognito Forms and Pabbly Connect is successfully established.

3. Connecting Slack for Notifications

Next, you will set up Slack as the action application. Select Slack and choose the action event ‘Send Channel Message’. This action will post a message in a specified Slack channel whenever a new entry is received from Cognito Forms.

Click on ‘Connect’ to establish a new connection with Slack. You will need to authenticate using a bot token. Once connected, select the channel where you want to send the messages, such as a channel named ‘Cognito Forms’.

• Input the message format using mapped fields from Cognito Forms.
• For example: ‘Hello team, we have a new lead: First Name, Last Name, Email, Phone Number, Company Name’.

After setting the message, click on ‘Save and Send Test Request’ to verify that the integration works. You should see a test message appear in your Slack channel, confirming the successful integration of Pabbly Connect with Slack.

4. Testing the Integration with New Entries

To ensure the integration is functioning correctly, fill out the Cognito Forms again with new test data. For instance, enter a new lead’s details like name, phone number, and email. After submitting the form, check the Slack channel for the new message.

If everything is set up correctly, you will see a new notification in Slack with the details of the new lead. This demonstrates how Pabbly Connect effectively automates the process of sending Cognito Forms responses to your team on Slack.

5. Conclusion: Automate Your Workflow with Pabbly Connect

Integrating Cognito Forms and Slack using Pabbly Connect streamlines your workflow by automating lead notifications. By following the steps outlined, you can ensure your team is always updated with the latest entries from Cognito Forms.

With Pabbly Connect, you can easily manage your integrations and improve your team’s efficiency. Start automating today to enhance your workflow and save time!