Guide

How to automatically send Slack direct messages for each new form submission in Fillout

Efficient communication is crucial to success, especially when using form submission platforms like Fillout alongside communication tools such as Slack. Relay.app is a transformative solution that can streamline communication channels and expedite response times. It allows you to instantly send direct messages via Slack for each new form submission in Fillout. In this guide, we'll show you how to set this integration up in four easy steps.
Fillout logoFillout > Slack
Trigger
Last triggered
Fillout logoNew submission
Slack logoSend DM
1

Set the Fillout trigger as “New submission”

Add the Fillout trigger to initiate your playbook's actions for each new form submission.

To do this, click "Add trigger" in your playbook. Select the "New submission" trigger option from the dropdown menu under Fillout. It will enable your playbook to automatically identify newly submitted forms and trigger necessary actions.

If you still need to connect your Fillout account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates for each new form submission in Fillout.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages for each new form submission in Fillout 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.

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