Slack is a messaging app for businesses that connects people to the information they need. With our new Slack integration, you can get notified directly in Slack whenever a customer submits a Customer Fields form.
These form-specific notifications are delivered via direct channel messages in your Slack workspace. This integration allows you and your team to be instantly notified anytime a customer submits a form. Here are a couple of popular ways to use this integration:
Desktop and mobile notifications when a new customer registers for an account
Real-time alerts for new pending customers that need to be approved or denied
Keeping a close eye on the changes your existing customers make to their account details
In this article we discuss:
Connect Customer Fields to your Slack workspace
Start by launching the app admin and clicking on the tab for Integrations:
Find the section for the Slack integration and click the button that says 'Connect'
On the Slack Integrations page, click 'Add to Slack'
A pop-up or tab will open in your browser directing you to authorize permission for Customer Fields to connect to your Slack workspace. Click the button for 'Allow' to proceed.
Make sure to select your desired workspace in the top right. If you don't see the workspace you're hoping to connect to, click the option for "Add another workspace" and follow Slack's prompts.
Create a new notification
Pick a Customer Fields form and Slack Channel
Once you've connected Customer Fields to a Slack workspace, you can add notifications for any of the forms you've created.
To get started, click 'New notification'.
In the "Action" section you can select which form you want to connect the notification to, and what channel you want these notifications to be sent to inside Slack.
The Action section also allows you to enable or disable each notification.
Customize the message
Now you're ready to customize the message that will get sent to your Slack channel!
In the "Message" section you'll find a text box that allows you to control the content of the message. In the two option lists below the text box, you'll find the app's custom and standard data columns. Important note: repeating group fields are not supported by our integration and will not pass through the notification.
Adding unique customer data to the Slack message is as simple as clicking on the desired data column. You will then see a variable for the data column in the text box.
You're welcome to type directly into the text box to give the customer data some additional context. You can also use Liquid control flow tags, iteration tags, and filters to dynamically render content in your ideal format & layout.
In the above example, we've added some basic message formatting using markdown. We've typed out labels to the left of the variables for "Company", and "Accepts marketing". We've also included a custom data column variable for "Proof of tax-exempt status". By adding a ".url" to the data column variable we're able to get the file URL, this way Slack will automatically create a preview of the image or document! More details on message formatting can be found below.
Send test message
You can click the button for 'Send test message' to get a test notification sent to your specified channel. This allows you to see how the message will appear in Slack without the need to make a form submission yourself. This also allows you to preview changes to a notification before they are saved.
Please note that the app uses randomized data to fill in the content for test messages -- real customer data is only used when the notification is enabled and the form you specified has been submitted.
You can add rich-text formatting to your message using Slack's version of markdown.
Common visual formatting styles:
Add underscores before and after a string of text to make the text italicized.
Add asterisks before and after a string of text to make the text bold.
Add tildes before and after a string of text to create strikethrough text.
Add a right-pointing caret before the beginning of one or more lines of text to display the text as a blockquote.
Looking for more ways to customize message formatting? See Slack's Formatting Guide
The app's Slack notifications are also Liquid-friendly! This means you can use any popular
control flow tags,
iteration tags and
filters that you need to dynamically render content in your ideal format & layout. We suggest using this documentation if you need a good reference on Liquid.
Got your new Slack notification set up just the way you want it?
Click the 'Save' button at the top right and you'll start getting form notifications sent straight to your workspace!