Slack

The Slack Notifications add-on needs to be installed and activated to see the features mentioned in this documentation. The Slack action for Ninja Forms will allow you to ping a Slack channel of your choice with a customizable message anytime a form is submitted.

Connecting Slack to Ninja Forms

Retrieve the Incoming Webhooks, Webhook URL

  1. Navigate to api.slack.com and click on Your Apps located in the upper right menu.
  2. Select the Create New App button, and choose From scratch.
    image of slack account page, under Your Apps, with Create an App highlighted
  3. Enter an App Name and Select a workspace to develop your app in, click Create App
    image of slack account page, under Your Apps, with Create an App options highlighted
  4. Within the Building Apps for Slack menu click on the Incoming Webhooks and toggle the Activate Incoming Webhook switch.
    image of slack account page with Activating Incoming Webhooks highlighted
  5. Click, the Add New Webhook to Workspace and select the Slack channel you would like to post as an app, click Allow.
    image of Slack's authorization modal for connecting Slack to Ninja Forms
  6. Copy the newly created Webhook URL to your clipboard.
    image of slack webhook

Adding a Slack action

To add the action to any form, from the Emails & Actions tab click Add New Action and then the Slack action from inside the Actions Window that opens.

image of the Emails and Actions tab of the form builder with Add New action and the slack action highlighted within the actions window

 

Configuring the Slack Action

  1. Paste the copied Webhook URL into the Slack URL field.
    image of slack action settings with Slack Webhook URL highlighted
  2. Fill in the message field with form data by clicking on the merge-tag icon or adding your own content from scratch.
    image of slack action settings with Merge tag filter highlighted
    Now configure your action.

    • Action Name: the name of the action as it will appear under your Emails & Actions tab in the form builder.
    • Message: the message that will appear in Slack when the form is submitted. Merge tags can be used here to include information that’s been entered into any form field and more. Click the merge tag icon highlighted in red in the image below to see your options.
    • Slack URL: the Webhook URL of your Slack workspace. See more on this and connect your form to Slack in the section below.
  3. Publish and test your form.

If you set up the webhook correctly you will see a notification appear in the channel you selected with creating the app for your webhook.

Tutorials & Blog Articles
Slack Notifications with Ninja Forms Slack Getting Started Guide
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