Every submission in Slack, in your own words
Each submission arrives as a message you wrote, with the answers that matter pulled in and the right person mentioned. Set it up once per form; the Formstep bot does the posting, for requests and public links alike.
Updated
How it works
- Open the form’s Integrations and pick Slack. Connect a Slack workspace, or pick one the workspace already connected, then pick a channel.
- Write the message. Type @ to insert an answer, the PDF link or a person, a user group,
@here,@channelor@everyone. Bold, italic and links carry over. - Click Send test to see the message with placeholders, then turn it on. Every submission from then on posts to the channel, whether it answered a request or came through a share link.
A message, not a dump of fields
A channel full of twenty-field posts gets muted. Write the two lines that matter, say the applicant’s name, the role and the file, and mention the person who should look. A Slack message holds 3,000 characters; a longer one is cut with an ellipsis. For the whole submission, insert PDF Link, which opens the submission PDF.
When someone does not finish
On Pro and Business, a second message can go out when a public-link response sits unfinished for 12 hours, a day, three days or a week, limited to drafts that answered at least the fields you name. Formstep checks once an hour. A request does not need this: it has its own reminders.
When delivery fails
Deliveries are queued and tried up to five times. A revoked token or an archived channel shows as an error on the integration. After five failures in a row it pauses, and the person who set it up gets an email; fix the cause and click Resume.
Slack suits a team that acts on each submission as it arrives. For the record, pair it with Google Sheets or Notion. To route a customer’s verdict rather than announce it, read Slack approval buttons vs a request.
