How to automatically send Slack messages to a channel for new form submissions in Fillout

Relay.app is an automation tool that lets you automate actions across Slack, Fillout, and many other apps.
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1

Set the Fillout trigger as “New submission”

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

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 message” step in Slack

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

Select "Add Step" and then find the "Send message" automation for Slack. Enter all the required details, including the sender's name, the Slack channel for updates, 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 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 messages to a channel for new form submissions 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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