Slack Integration
ProReal-time form submissions in your Slack workspace
The Slack integration lets you receive instant notifications when someone submits your form. Messages are sent directly to your chosen Slack channel, keeping your team in the loop without leaving their workspace.
Key Features
Instant Notifications
Get alerts the moment a form is submitted
Channel Selection
Send to public or private channels
Message Formatting
Choose simple or detailed message formats
Workflow Integration
Use in automated workflows with conditions
Setting Up the Integration
Connect your Slack workspace
Go to Integrations in your dashboard and click "Connect" on the Slack integration. Authorize Orbit AI to access your workspace.
Select a channel
Choose which channel should receive form submissions. You can select public or private channels (make sure to invite the Orbit app to private channels first).
Configure message format
Choose between a simple notification or detailed format that includes all form field values.
Enable on your forms
Go to your form's After Submission settings, open the Notifications tab, and enable Slack notifications.
Channel Types
Public Channels
Any public channel in your workspace. The Orbit app can post to these automatically after authorization.
Private Channels
For private channels, you must first invite the Orbit app by typing /invite @Orbit in the channel.
Message Formats
Simple Format
A brief notification with a link to view details
Detailed Format
Includes all form field values in the message
📥 New submission received on Contact Form
Name: John Smith
Email: john@company.com
Company: Acme Inc.
Message: Interested in the enterprise plan...
Using Slack in Workflows
For advanced use cases, you can add Slack as a destination in your workflows. This allows you to:
- Send to different channels based on form responses
- Add conditions before sending (e.g., only notify for high-value leads)
- Combine with other actions like CRM updates or email sends
- Customize the message with field mapping
Pro tip: Use the workflow builder to create a filter that only sends Slack notifications for submissions that match certain criteria, like leads with "Enterprise" selected as their plan.
Troubleshooting
Channel not appearing in the list?
For private channels, you need to invite the Orbit app first. Type /invite @Orbit in the channel. Public channels should appear automatically.
Messages not being delivered?
Check that the integration is still connected in your Integrations page. Try disconnecting and reconnecting if issues persist.
Wrong channel receiving messages?
Make sure you've selected the correct channel in both the integration settings and the form's notification settings.
Integration was disconnected?
A workspace admin may have revoked the app permissions. Reconnect from the Integrations page to restore access.
Required Permissions
When you authorize Orbit AI, we request the following Slack permissions:
| Permission | Why we need it |
|---|---|
channels:read | List available public channels for selection |
groups:read | List private channels where the app is invited |
chat:write | Send messages to channels |
users:read | Display workspace information |