WordPress Tutorials, Tips, and Resources to Help Grow Your Business
Are you looking to integrate your WordPress forms with Slack? By adding WordPress form entries to your Slack channel, you can ensure that they are easily searchable on Slack, and not a single form entry gets buried in your email inbox. In this tutorial, we’ll walk you through how to get Slack notifications from WordPress forms.
How Slack Integration Works
Whenever a visitor submits your form, you can either set Slack to notify your whole team or only a specific person in your organization.
Additionally, instead of sending an immediate notification when a form is being submitted, you can set a reminder so that Slack will send you a notification only at the specified time. This can be a great feature to avoid the distractions of frequent entry notifications on Slack.
1. Create a Form With WPForms
Also, you’ll need to have a form created. See our tutorial on how to create a contact form in WordPress as an example to get started.
Here’s our form:
Now we’ll need to connect this form to your Slack account.
2. Connect Your Form to Slack
We’ll be using the Zapier addon to integrate your WPForms plugin with Slack.
The Zapier addon lets you connect your contact forms to 500+ web apps including Slack, so that you can save your time by automating different tasks. You can learn how to connect WPForms with Zapier.
To access this addon, you must have the Pro license plan. To activate the addon, you’ll need to go to WPForms » Addons.
Now let’s connect your form to Slack.
The first thing you need to do is to log in to your Zapier account. Then, select Make a Zap in the top navigation. Next, you can begin to create your zap by selecting WPForms as your Trigger App. For screenshots of each step, you can check out our tutorial on how to get started with Zapier.
When you get to the Set up WPFroms Form Entry screen, select the form you just created. In our example, it is the Slack form.
After this step, select Continue. You’ll then be prompted to test your form’s connection to Zapier. Be sure to have at least one test entry on your form before fetching existing entries.
Now you should see a success confirmation message.
3. Set Up Your Slack Integration
Now that you’ve connected Zapier to WPForms plugin, the next step is to connect your form to Slack.
You’ll need to choose Slack as the action app.
Next, you’ll be prompted to select a Slack action. As we’re looking to send a notification to one of your Slack channels when a form is being submitted on your site, you need to select Send Channel Message.
If you do not want to get an immediate notification, you may need to select Add Reminder, instead.
Then, you’ll be asked to connect your Slack account with Zapier. Click Connect a New Account and grant permission to Zapier to access your Slack account. After authorizing permission, select Save+Continue.
In the Set up Slack Channel Message step, you’ll need to specify the Channel to where you need to send notifications. You’ll also need to specify the text of the message to send. As we’re looking to send the form entry to Slack, you’ll need to select the entire form fields. You can also find many optional choices such as Bot Name, Bot Icon Emoji, etc.
Now, if you prefer, you can customize the Message Text field and make it look the way you want in Slack. For example, take a look at the screenshot below.
If you don’t customize it, the WordPress form data will be added in a single line. By customizing it, you can make sure that Slack Notifications are created according to your style preference.
Next, select Continue.
You may login to Slack to check how the new task is being added in Slack.
But what if you do not want to get an immediate notification? If you’ve selected Add Reminder in the Select Slack Action step, along with adding the form data, you’ll also need to set when Slack should remind you.
Finally, you’ll need to name your Zap and turn it on, so future form entries will be automatically added to your Slack channel.
We hope this guide helped you to automatically create Slack tasks from WordPress forms.
Do you want to create smart dynamic forms that help you collect the most relevant information from your visitors? You might want to check out our tutorial on using conditional logic in WordPress forms.
What are you waiting for? Get started with the most powerful WordPress forms plugin today.