How to send a Slack DM for any new Paperform submission

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Submission received" under Paperform automation. Then, select the form. This will allow your playbook to automatically detect new submissions received in Paperform and initiate necessary actions.

If this is your first time using a Paperform integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Slack automation into your playbook to ensure the DM is promptly sent for each submission received in Paperform.

Click the "Add step" button, then locate the "Send DM" automation for Slack and input the mandatory and relevant details.

If your Slack account isn't already 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.

Activating your playbook is the final step to automate the automatic sending of DM via Slack. Once turned on, it will respond to a new submission received in Paperform by sending a DM via slack notifying the specific person without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.