Automating Form Submission with Slack Message

You can create a workflow to automate posting a Slack message when a user submits a form. The notification is sent to the user with the linked Slack account.

By automating form submissions, businesses can save time, improve efficiency, and ensure consistent data quality.

Here are steps to create a workflow to automate sending a Slack notification when a user submits a form.

1. Creating a Form

2. Configuring the Automation

3. Testing the Automation

1) Creating a Form

To get started, we'll need a form to collect user feedback. If you haven't already created one, refer to this article for guidance on designing and building a form that effectively captures the information you need.

When designing a form, you can always start from scratch, yet it is generally advisable to start creating a form from a database.

2) Creating the Automation

After creating the form, follow these steps to create an automation to send a Slack notification when a user submit a form in Lucy.

1. On the Lucy app homepage, go to the My Work tab.

2. A list of folders appear. Locate and select the folder containing your form user interface.

3. Go to the User Interfaces tab.

4. Locate your form. Mouse hover over it and click the Edit icon that appears.

5. Your form will open on the widget designer page.

6. Click the Share button on the top right and go to the Automations section.

7. Click the When someone submits data, post a message on Slack option.

8. Link your Slack account.

   1. Click Link your account.

   2. Complete the authentication process.

9. Enter a channel name.

10. Click Create Automation.

3) Testing the Automation

Now, let's test the automation by submitting the form.

1. On the Lucy app homepage, go to the My Work tab.

2. A list of folders appear. Locate and select the required folder to open it.

3. Go to the User Interfaces tab.

4. Locate your User Interface.

5. Click on the user interface to open it in a new window.

6. Fill out the form details and click Submit.

7. After a while, the respective user will receive a message on Slack.

Here is a short video on how to automate sending a Slack message upon form submission.