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How to connect Slack and Formstack
Create a New Scenario to Connect Slack and Formstack
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Slack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Slack or Formstack will be your first step. To do this, click "Choose an app," find Slack or Formstack, and select the appropriate trigger to start the scenario.
Add the Slack Node
Select the Slack node from the app selection panel on the right.
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Add the Formstack Node
Next, click the plus (+) icon on the Slack node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Slack and Formstack Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Slack and Formstack Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Slack, Formstack, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Slack and Formstack integration works as expected. Depending on your setup, data should flow between Slack and Formstack (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Slack and Formstack
Formstack + Google Sheets + Slack: When a new form submission is received in Formstack, the data is added as a new row in Google Sheets for analysis. A summary of the submission is then sent to a Slack channel for notification.
Formstack + Slack + Salesforce: Upon receiving a new form submission in Formstack (acting as a lead capture), a notification is sent to the sales team via Slack. A new lead is then created in Salesforce with the submitted information.
Slack and Formstack integration alternatives
About Slack
Send Slack messages and automate channel updates directly from Latenode workflows. Get instant alerts on critical events, share data insights, or trigger actions based on user input. Centralize notifications and approvals by combining Slack with databases, CRMs, and AI models within a scalable, low-code environment.
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About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ Slack and Formstack
How can I connect my Slack account to Formstack using Latenode?
To connect your Slack account to Formstack on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Slack and click on "Connect".
- Authenticate your Slack and Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Slack notifications for new Formstack submissions?
Yes, you can! Latenode allows you to trigger Slack notifications for each new Formstack submission. This keeps your team instantly informed, improving response times and collaboration.
What types of tasks can I perform by integrating Slack with Formstack?
Integrating Slack with Formstack allows you to perform various tasks, including:
- Send form submission data to a specific Slack channel.
- Create new Slack users based on Formstack responses.
- Update Formstack entries based on Slack commands.
- Post daily summaries of new Formstack submissions in Slack.
- Trigger approval workflows in Slack upon form submission.
How do I handle errors in my Slack and Formstack automation?
Latenode's advanced error handling lets you define fallback actions when errors occur, ensuring robust automation that minimizes disruptions.
Are there any limitations to the Slack and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic might require custom JavaScript code.
- File size limits apply when transferring attachments.
- Rate limits from Slack and Formstack still apply.
