Automate Slack Messages with Pabbly Connect Based on Form Responses

Learn how to send different Slack messages based on form responses using Pabbly Connect. This step-by-step guide covers integration with Paperform, Slack, and more. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Slack Integration

To begin sending different Slack messages based on form responses, first access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect product page.

If you’re a first-time user, click on the ‘Sign up for free’ option to create an account. After signing up, log in to your account and access the Pabbly Connect dashboard. Here, you can start creating your workflow for the integration.

2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Paperform to Slack Integration’. This will help you identify the workflow later.

Once the workflow is created, you will see two sections: a trigger and an action. The trigger is what starts the workflow, while the action is what happens when the trigger occurs. In this case, you will select Paperform as the application for your trigger.

• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Paperform account and paste the webhook URL in the integrations section.

After setting the webhook, return to Pabbly Connect to capture the form submission data.

3. Capture Form Responses in Pabbly Connect

Once the webhook is configured, you need to perform a test submission to capture the form response. Open the form you created in Paperform and fill it out with sample data.

For example, enter a name like ‘Adam Smith’ and select ‘Yes’ for the satisfaction question. After submitting, return to Pabbly Connect to see the captured data from your form submission.

• Verify that the name, email, and satisfaction response are displayed correctly.
• This data will be used to send messages to Slack based on the customer’s feedback.

Next, you will set up routing in Pabbly Connect to determine which message to send based on the customer’s response.

4. Setup Routing for Different Responses

In Pabbly Connect, add a router step to handle different responses. This allows you to define actions based on whether the customer is satisfied or not.

For the first route, name it ‘Customer Satisfied’ and set a filter condition to check if the response is ‘Yes’. If true, proceed to the next step to send a message to your Slack channel.

Set up a counter to track positive responses. Select Slack as the application and the action event as ‘Send Channel Message’.

In the message field, customize the message to include the customer’s name and satisfaction status. This message will automatically send to your Slack channel whenever a positive response is recorded.

5. Finalize the Integration and Test

After setting up the first route, clone it to create a second route for negative responses. Rename this route to ‘Customer Not Satisfied’ and adjust the filter to check if the response is ‘No’.

For this route, set up another counter for negative feedback and configure the Slack message to indicate that the customer is not satisfied. Ensure all details are correct before saving the workflow.

Return to your Paperform and submit additional test responses. Check your Slack channel to confirm that messages are being sent correctly based on the responses.

With these steps completed, you have successfully integrated Paperform and Slack using Pabbly Connect. Your team will now receive immediate notifications based on customer feedback.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate sending different Slack messages based on form responses. By integrating Paperform with Slack, you can streamline customer feedback notifications effectively.

This integration not only enhances communication but also helps your team respond promptly to customer needs. Start using Pabbly Connect today to improve your workflow automation!