Slack
Post each new submission to a Slack channel. Write the message yourself, with answers and mentions in it.
What you get
- One message per submission, in the channel you pick
- Your own message template. Type @ to insert a field value.
- Mentions of users, user groups, and
@here,@channel, or@everyone - A separate message for unfinished drafts, on Pro and Business
- Several Slack integrations per form, each with its own channel and template
Connect Slack
- 1
Open Integrations
Click Integrations in the form's top bar, then pick Slack.
- 2
Workspace and channel
Pick a connected Slack workspace, or install the Formstep bot in a new one in Slack. Then pick a channel. Public channels show automatically. For a private channel, run /invite @formstep in it in Slack, then refresh the channel list.
- 3
Message
Type @ to insert field values or to mention users, user groups, @here, @channel, or @everyone. Use bold, italic, or links.
- 4
Unfinished drafts (optional)
Under More options, on Pro and Business, pick an idle window and write a message for unfinished drafts. Leave it Off to skip.
- 5
Turn it on
Click Turn on Slack, then Send test to post a preview. Placeholders show as [Question title], and no real answers are sent.
Message template
Type @ in the template to insert an answer, submission details such as the PDF Link, a Slack user or user group to ping,
or @here, @channel and @everyone.
Bold, italic, strikethrough, inline code and links work in Slack; underline does not. A message can be up to 3,000 characters, and Formstep shortens a longer one.
Unfinished drafts
On Pro and Business, Slack can also post a separate message for unfinished drafts from the share link, set under More options › Unfinished drafts.
When something goes wrong
If the Formstep app is removed from Slack, reconnect it. If the channel is archived or deleted, delete the integration and set up a new one for another channel. For retries and pausing, see Health and monitoring.
FAQ
Yes. Each Slack workspace is a separate connection. The workspace owner adds one during a new integration setup.
Yes. Slack connections belong to the workspace. Any member can use any connected Slack workspace in an integration.
No. Slack posts only new submissions. For past data, use Google Sheets or Notion.
Post messages, post to public channels without joining them, read channel lists, read user and group lists (for mentions), and read team info. It does not ask for admin permissions, message history, or file access.
Open Integrations, pick Slack under On this form, and choose Delete integration in the ⋯ menu. To remove the Formstep bot from Slack too, uninstall it on Slack’s app management page.