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Example Flow: New Typeform submission posted to a Slack Channel

Flow Description:

A new submission in a Typeform form is automatically posted to specified Slack channel.

Goal:

New Typeform submissions will be posted directly to a Slack channel for a comfortable comprehensive overview of all submissions of a form.

Prerequisites

  1. This guide assumes you have already connected the Typeform and Slack apps.
  2. For this example flow a new form called "New Leads Form for IT Organizations" has been created in Typeform. You are free to name your form on Typeform as you see fit.
  3. For this example flow an app in Slack has been set up.

Steps:

  1. Go to the Flows page on Mation. Click the + button to create a flow.Example_Flow_Typeform_Slack_01.jpg

  2. Name your flow with an appropriate name.

    NOTE

    You may edit your flow name at any time. You don't need to unpublish a flow to rename it.

    Example_Flow_Typeform_Slack_02.jpg

  3. Choose Typeform as application from the dropdown list.Example_Flow_Typeform_Slack_03.jpg

  4. Choose New entry as the Trigger event from the dropdown list. Click the Continue button. Example_Flow_Typeform_Slack_04.jpg

  5. Choose your connection from the dropdown list. Click the Continue button.Example_Flow_Typeform_Slack_05.jpg

  6. Select your form from the dropdown list to set up the trigger. Click the Continue button.Example_Flow_Typeform_Slack_06.jpg

  7. Click the Test & Continue button to test the Trigger step.Example_Flow_Typeform_Slack_07.jpg

  8. Click the Continue button. Example_Flow_Typeform_Slack_08.jpg

  9. The Action step is now ready for configuration.Example_Flow_Typeform_Slack_09.jpg

  10. Choose Slack as application from the dropdown list. Example_Flow_Typeform_Slack_10.jpg

  11. Choose Send a message to a channel as the Action event from the dropdown list. Click the Continue button.Example_Flow_Typeform_Slack_11.jpg

  12. Choose your connection from the dropdown list.Example_Flow_Typeform_Slack_12.jpg

  13. Choose your Channel from the dropdown list, insert a Message text, choose to either Send as bot or not, and click the Continue button.Example_Flow_Typeform_Slack_13.jpg

  14. Click the Test & Continue button to test the Action step.Example_Flow_Typeform_Slack_14.jpg

  15. Click the Continue button to finish the setup. Example_Flow_Typeform_Slack_15.jpg

  16. Your flow is now configured. Click the Publish button.Example_Flow_Typeform_Slack_16.jpg

  17. If you would like to edit your new flow, click the Unpublish button. Alternatively click the < button in the top left corner of this page to navigate to the Flows page. Example_Flow_Typeform_Slack_17.jpg

  18. Your new flow is ready and running! Example_Flow_Typeform_Slack_18.jpg