Slack Notifications

Overview

Get instant Slack notifications every time someone submits your form. This is ideal for sales teams who need to act on leads quickly, support teams monitoring feedback forms, and anyone who wants real-time visibility into form submissions without checking a dashboard.

Connecting Your Slack Workspace

1. Open your form in the editor and go to the Integrations tab.
2. Find Slack and click Connect.
3. You will be redirected to Slack's authorization page. Select the workspace you want to connect and click Allow.
4. You will be redirected back to WittyForm. The integration now shows as "Connected" with your workspace name.

You need to be a Slack workspace admin or have permission to install apps to complete the authorization.

Choosing a Channel

After connecting, select which Slack channel should receive notifications:

• Public channels: Any public channel in your workspace. Use the dropdown to browse or type to search.
• Private channels: You can send to private channels, but you must first invite the WittyForm bot to the channel by typing /invite @WittyForm in that channel.
• Direct messages: Send notifications to a specific person via DM.

You can set up multiple channel notifications for the same form. For example, send lead form submissions to both #sales-leads and #marketing.

Customizing the Notification Format

By default, Slack notifications include the form name, a link to view the full response, and a summary of the submitted data. You can customize what appears:

• Include All Fields: Show every submitted field and value in the Slack message.
• Select Specific Fields: Choose which fields to include. This is useful for forms with many fields where you only want key information in Slack.
• Custom Header: Add a custom title line (e.g., "New lead from website" or "Support request received").
• Include Metadata: Optionally show submission time, respondent location, or device type.

What Data Is Included

Each Slack notification contains:

• Form name: So you know which form the submission came from.
• Submission data: The fields and values you selected (or all fields if you chose "Include All").
• View Response link: A direct link to the full response in your WittyForm dashboard.
• Timestamp: When the submission was received.

Filtering Notifications

Not every submission may need a Slack notification. You can add filters to control which submissions trigger a notification:

1. In the Slack integration settings, click Add Filter.
2. Set up conditions using the same if/then pattern as conditional logic:
   • IF "Priority" equals "Urgent" THEN send notification.
   • IF "Budget" greater than 10000 THEN send notification.
3. Submissions that do not match the filter conditions are still recorded in WittyForm but do not trigger a Slack message.

Managing the Integration

• Pause notifications: Toggle the integration off temporarily without disconnecting. Submissions are still recorded but no Slack messages are sent.
• Change channel: Update the destination channel at any time in the integration settings.
• Disconnect: Remove the Slack integration entirely. This does not affect existing data or past notifications.

Troubleshooting

• Not receiving notifications: Check that the integration is active (not paused) and the bot has access to the selected channel.
• Bot removed from channel: If someone removes the WittyForm bot from a private channel, notifications will fail silently. Re-invite the bot with /invite @WittyForm.
• Rate limiting: If your form receives a very high volume of submissions in a short period, Slack may throttle notifications. Submissions are queued and delivered as Slack allows.