Form Analytics & Logs

What is Zapier

Zapier is a powerful automation tool that connects different apps and services, helping them work together seamlessly. It allows you to create “Zaps,” which are simple workflows that perform tasks automatically—like saving form submissions to a spreadsheet, sending notifications, or updating a database. With Zapier, you can eliminate repetitive tasks and focus on what matters most, all without needing any coding skills.

Create a Slack Integration

1. Note that the following steps are done outsize of Zapl. Create and log into your Zapier account.

zapier home page

2. In the left sidebar, click the Create button.

3. In the resulting menu, select the option to create a new Zap.

zapier new zap page

Note: You will see a number of chained steps. These start with a trigger and each of the following steps can manipulate and perform other actions on the data.

4. To set the trigger click inside the trigger step. You will be provided a list of options:

zapier new zap page

5. For the trigger, select the Webhooks option. In the setup section, select the Catch Raw Hook for the trigger event.

zapier new zap page

6. Click continue and you will be provided with a URL to trigger your Zapier workflow.

zapier new zap page

7. Copy that URL and paste it in your form configuration as a webhook.

zapier new zap page

8. To set the action, click inside the action step. You will be provided the list of options again.

9. For the action, search for and select the Slack option. Configure the setup:

zapier new zap page

Note: In this step you will need to log into your Slack account. This gives Zapier permissions to send message to a Slack channel.

10. Configure the Slack action be selecting a Channel and setting Message Text:

zapier new zap page

11. Skip the test and publish your zap. You initial Zap should look something like:

zapier new zap page

At this point your Slack integration should be configured. Submit the form. You should receive a Slack message:

zapier new zap page

Advanced: Format the Slack Message

After completing the above steps you may have noticed that the message is not formated for human consumption. Let's fix that!

zapier home page

1. In Zapier, select your existing Zap and click the Edit Zap option.

2. Between the Webhook Trigger and the Slack Action click the plus sign to add a new action in between these two.

3. For the action, search for and select the Code option. For the Action event select the Run Javascript option:

zapier new zap page

4. For this action, configure the following:

zapier new zap page

Don't worry, you can copy a code template to clipboard and paste it into Zapier. Uncomment and adapt for your form fields.

5. Now we need to edit the Slack action to use the output of our new Code action:

zapier new zap page

6. Publish your modified Zap:

zapier new zap page

That's it! Re-submit the form. You should receive a formated Slack message:

zapier new zap page

What's Next?

Zapier makes it pretty easy to chain together other actions. Explore other integrations. For example, use the Google Sheets action to aggregate the data in one place!