How to Notify Team on Slack for New Cognito Forms Submission Using Pabbly Connect

Learn how to automate notifications on Slack for new Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on Slack for new Cognito Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks monthly.

Once logged in, you will be directed to the dashboard. Here, you can see all your workflows. Click on ‘Create Workflow’ to set up a new automation. Name your workflow appropriately, such as ‘Notify Team on Slack for New Cognito Forms Submission,’ and select the folder where you wish to save it.

2. Setting Up the Trigger with Cognito Forms

In this step, you will set up the trigger in Pabbly Connect. The trigger application will be Cognito Forms, and the trigger event will be ‘New Entry.’ This means that whenever a new submission is received, it will trigger the automation.

• Select Cognito Forms as your trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Cognito Forms account. Open the form you want to use for submissions, and find the option to ‘Post Data to our Website.’ Paste the webhook URL into the ‘Submit Entry Endpoint’ field and ensure that the option is enabled. Save your changes to connect Cognito Forms with Pabbly Connect.

3. Capturing Form Submissions in Pabbly Connect

After configuring the webhook, go back to Pabbly Connect and wait for the webhook response. To test the connection, submit a new form entry in Cognito Forms. For example, fill in the fields with a name, phone number, email, and a problem description.

Once you submit the form, return to Pabbly Connect to see if the response has been captured. You should see the details of the submission, confirming that the integration is working correctly. This step is crucial for ensuring that your automation will trigger the next actions properly.

4. Setting Up Action to Notify Slack

Now, you will configure the action application, which is Slack. In Pabbly Connect, select Slack as your action application and choose the action event as ‘Send Channel Message.’ This action will send a notification to your selected Slack channel whenever a new entry is submitted in Cognito Forms.

• Connect your Slack account to Pabbly Connect.
• Select the channel where you want to send messages.
• Draft a message template including details from the Cognito Forms submission.

Make sure to map the fields from the Cognito Forms response into your message. For instance, include the customer’s name, email, phone number, and problem description in the message. This will ensure that the Slack notification contains all relevant information for your team.

5. Testing and Verifying the Integration

After setting up the action in Slack, it’s time to test your integration. In Pabbly Connect, click on ‘Save and Send Test Request’ to send a test message to your Slack channel. Check your Slack account to verify that the message has been received correctly.

If the test is successful, you can further verify the automation by submitting another form entry in Cognito Forms. Each time a new entry is submitted, a notification should appear in your Slack channel, confirming that the integration is functioning as intended.

Conclusion

By following these steps, you can successfully automate notifications to your Slack team for new Cognito Forms submissions using Pabbly Connect. This integration streamlines communication and ensures that your team can address customer issues promptly and efficiently.