Slack

Integrating Slack with Reform can enhance your team’s communication by automatically sending form submissions directly to a Slack channel. This integration allows you to instantly share and manage form responses within your team’s existing Slack workspace, keeping everyone in the loop and enabling quicker follow-ups.

Find the Slack Integration

• Locate the "Integrations" option on the left side of the dashboard and click on it.
• Scroll down until you find the Slack integration options.

You have two options to integrate with Slack:

Option A: Using Zapier

• Click on the Zapier option next to the Slack integration.
• Follow the prompts provided by Zapier to set up and enable the integration.

Option B: Manual Integration

• Click on "Add integration" next to the Slack integration.
• This will open the Slack Integration page.

1. Authorize Access

• On the Slack Integration page, you’ll see an "Authorize Reform" CTA. Click on it to proceed.
• Connect to Your Slack Workspace:
  • A window will appear, allowing you to connect Reform with your Slack workspace.
  • If you're not signed into Slack, you'll be prompted to sign in first; if you're already signed in, you'll see the integration setup window immediately.
  • You’ll then be prompted to select a Slack channel where a message will be sent when there's a new form submission.
  • It’s recommended to create a dedicated channel in Slack beforehand, specifically for form submissions, so you can easily choose it during setup.

• Complete the Setup:
  • After selecting the appropriate channel, click "Allow" to finalize the integration.
  • The Slack window will automatically close, and you’ll be redirected back to the Slack integration page on our platform.
  • You can easily switch the Slack integration on or off at any time by clicking the toggle next to it on the Integrations page.

If you have any specific needs, suggestions or have questions, please contact us at [email protected]. We're here to assist you!