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