How to Integrate Jotform With Slack

Jotform makes it easy to send your form submissions directly to Slack so your team stays productive and up to date. Slack is a powerful collaboration platform used by teams to communicate, track progress, and make decisions faster. With Jotform’s Slack Integration, your form submissions are sent to Slack automatically—helping you create instant updates in your workspace without any manual work.

Connecting a Slack Account

Whether you’re setting up a new form or updating an existing one, connecting your Slack account takes no time at all—here’s how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Then, in the menu on the left, click on Integrations.
3. Now, search for Slack and click on it.

4. Next, under the Choose an Action section on the right, select what you want to do, and then click on Next.
   • Send Messages to Public Channel — Posts a notification message to any public Slack channel in your workspace.
   • Send Message to Private Channel —  Sends a message to a private channel used by internal teams. Make sure to follow the instructions in this note to properly add Jotform to the channel so notifications are delivered.
   • Send Chat Message — Sends a direct message (DM) to a specific teammate,ideal for personal responsibilities such as sales, support, or approval workflows.

5. Then, click on Authenticate and log in to your Slack account.

If you’ve logged in before, just pick your Slack account from the Dropdown menu, and click on Authenticate. To use a different one, click on Use Another Account link.

Depending on the action you selected, you’ll see different configuration options. Let’s discuss it below in more detail.

Send Message to Public Channel

The Send Message to Public Channel action allows you to automatically post a notification message to any public Slack channel. Here’s how to set it up:

1. In the next screen, after authenticating your account, set up these things:
   • Public Channel — Choose the channel where you want your notifications to appear.
   • Customize Message Title — Enter your notification title. You can also use the Form Fields menu on the right to personalize it with form values.
   • Add Form Fields to Message — Select which submission details you want to include in the body of the Slack message.
   • Add Action Button — Choose whether to add a View Submission or Edit Submission button.
   • Send New Message When a Submission Is Edited — Turn this on if you want Slack to send a new notification whenever a submission is updated.
2. Once your settings are ready, click on Save.

Send Message to Private Channel

The Send Message to Private Channel action lets you share a notification message to any private Slack channel you have access to. This is how it’s done:

1. In the next screen, after authenticating your account, configure these things:
   • Private Channel — Choose the private channel where you want your notifications to appear. Make sure to follow the instructions in this note to properly add Jotform to the channel so notifications are delivered.
   • Customize Message Title — Enter your notification title. You can also use the Form Fields menu on the right to personalize it with form values.
   • Add Form Fields to Message — Select which submission details you want to include in the body of the Slack message.
   • Add Action Button – Choose whether to add a View Submission or Edit Submission button.
   • Send New Message When a Submission Is Edited — Turn this on if you want Slack to send a new notification whenever a submission is updated.
2. Once everything’s set, click on Save.

Send Message to Direct Message

The Send Message to Direct Message action lets you send notifications to any Slack user via direct message. You can do it in just a few steps:

1. In the next screen, after authenticating your account, fill in these details:
   • Select User — Choose the Slack user who should receive the notification.
   • Customize Message Title — Enter your notification title. You can also use the Form Fields menu on the right to personalize it with form values.
   • Add Form Fields to Message — Select which submission details you want to include in the body of the Slack message.
   • Add Action Button — Choose whether to add a View Submission or Edit Submission button.
   • Send New Message When a Submission Is Edited — Turn this on if you want Slack to send a new notification whenever a submission is updated.
2. Once you’re done, click on Save.

That’s it! Once your Slack Integration is set up, your team will receive instant updates right inside Slack—helping you stay organized, respond faster, and keep every workflow moving smoothly.