How to Integrate Slack with Formstack

Quick summary

This guide shows how to integrate Slack with Formstack using Zapier by building a Zap that triggers on a Slack event and performs an automated action in Formstack. Once set up, the integration eliminates manual data entry by automatically routing Slack activity into Formstack workflows.

Steps

1. Click 'Create' and select 'Zap' to start a new automation.
2. Click 'Trigger' to begin configuring the trigger step.
3. Search and select 'Slack' as the trigger app.
4. Choose a trigger event based on your requirements.
5. Log in and authorize Zapier to access your Slack account.
6. Click 'Test trigger' to pull sample data from Slack and verify the setup is correct.
7. Search and select 'Formstack' as the action app.
8. Choose an action event for Formstack to perform.
9. Connect your Formstack account by clicking 'Sign in' or 'Change'.
10. Select 'Authorize' to grant Formstack access to Zapier.
11. Choose your form, fill in the action details, and click 'Continue'.
12. Click 'Test step' and publish your Zap to activate the integration.