Trigger Messages in Slack from a Workflow

This article explains how to connect the Slack integration and how to include it as a step in your workflow for automated messaging and collaboration.

With Slack connected, you can use it to:

• Send real-time notifications to any public channel when key actions happen (like a form is submitted or a document is signed). The messages can contain data present in the workflow at the time the message is sent.

• Messages can contain callouts (@ references, etc) to specific users to take action on the message contents.

Whether you're keeping teams aligned or nudging someone to take the next step, Slack brings instant visibility to your automated processes.

Section 1: Connect the Slack Integration

Go to the Integrations Tab & Click New Connection

Navigate to the Integrations tab from the left-hand menu of your dashboard & click New Connection to view the list of available integrations . 

You can use the search bar or browse manually to find Slack.

💡 Tip: Use the category filters to narrow your search by messaging or collaboration tools.

Name Your Connection

Give your Slack integration a clear and recognizable name and description & click Next.
 

Example: “Slack - Marketing Channel” or “Slack Alerts Bot”

Note: This helps teams quickly identify where and how the connection will be used.

Authenticate the Integration

You’ll be prompted to sign in and authorize access to your Slack workspace.

• Select the appropriate workspace

• Approve the required permissions for message posting

Note: This allows the system to post messages on your behalf via Slack APIs.

Complete Setup

Once authenticated, click Finish. Your Slack connection will now appear on the Integrations homepage, showing an “Active” connection status.

💡 Tip: You can edit the connection name or description later by clicking the ⋮ (three dots) and selecting Edit Details.

Section 2: Add Slack as a Step in Your Workflow

Open Your Workflow

Open or create a workflow for where you'd like to send Slack messages. Click the plus (+) button to add a new step, and select Slack from the integration options.

Name and Configure the Step

• Give the step a descriptive name

• Click to open the configuration panel

💡 Tip: Use clear labels like “Send Alert to Team” or “Notify Channel of Submission”. If no name is added, a default name will be provided. 

Select Your Slack Connection

Choose the Slack integration you previously connected in the dropdown list.

Choose the Action Type

Select your Slack action type.
Currently supported options include:

• Send Message to Channel

Configure Message Settings

After selecting the action type, complete the following:

• Choose Channel (e.g., #sales-team)

• Write the Message Content using static text or dynamic variables from earlier steps (like form fields)

• Optionally format messages with line breaks, emojis, or rich text

💡 You can use placeholders from previous steps to personalize your messages.

Save and Close

Click the X in the upper-right corner to close the configuration panel.
 

Your Slack step is now added to your workflow!

Summary

That’s it! You’ve successfully:

• Connected Slack to your account

• Added Slack as a messaging step in your workflow

• Configured dynamic messages to keep your team informed

Need help? Contact your admin or reach out to Support for troubleshooting.