- How to automatically send a direct message as a bot in Slack every time a new form is submitted in Tally
- 1. Set the Tally trigger as “New form submission”
- 2. Add the “Send DM as Bot” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Slack and Tally
- Related blog posts
- More how-to guides featuring Slack and Tally
How to automatically send a direct message as a bot in Slack every time a new form is submitted in Tally
Set the Tally trigger as “New form submission”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Tally trigger to initiate your playbook's actions every time a new form is submitted. Click "Add trigger" in your playbook and choose "New form submission" from the dropdown menu under Tally.
If you still need to connect your Tally account to Relay.app yet, a prompt will guide you through the process.
Add the “Send DM as Bot” step in Slack
Integrate Slack automation into your playbook to automatically send a direct message as a bot in Slack whenever a new form is submitted in Tally.
Click the "Add step" button, locate the “Send DM as Bot” automation for Slack, and input the mandatory and relevant details.
If your Slack account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a direct message as a bot in Slack every time a new form is submitted in Tally without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.