Cognito Forms and Slack - Why you Should Set up This Integration

Haley N. By Haley N. | March 2, 2023

In today’s digital world, successful businesses are always looking for ways to work smarter, not harder. And with the use of software like Cognito Forms and Slack, it’s easy to set up integrations that power your business.

While both platforms are useful solutions on their own, you can integrate them to get even more value. This article covers why you should establish this connection – and setting them up enables you to put actionable items in front of you at the right time and in the right place.

cognito forms and slack icon surrounded by concentric circles

What is Slack?

Slack is a collaboration platform that allows teams to communicate quickly and efficiently. It offers an easy way to send messages, share files, make video calls, and more – all within one convenient hub. Whether you’re a small business or a large enterprise, you can use it to keep everyone on the same page and bring your communication into one place.

If that’s not where your team communicates – other options like Microsoft Teams, ProofHub and ClickUp provide similar solutions.

Why would I want to integrate Slack and Cognito Forms?

  • Convert from manual to automated tasks. By using the integration, you can streamline your daily tasks so that they require little effort on your part, allowing for more workflow efficiency. This way, it’ll rarely be necessary to manually input data every day since it will be collected automatically.

  • Improve your communication across teams. Slack and Cognito Forms are a powerful combination for managing true team collaboration. You can easily set up to be notified when someone submits or updates a form. Or when someone performs an action on a form, it can trigger a notification to be sent to Slack (such as notifying the appropriate manager when an employee submits a PTO request). By connecting these two systems together, users can easily streamline communication with their teams. This creates a seamless process of workflow and task organization which results in improved team cohesion, speedier completion of tasks, and better customer service.

  • Receive notifications based off where your team is working. Not only can your team receive notifications whenever new entries are submitted or updated, they can trigger an automation to set reminders, create new channels, send messages, and more!

What first steps do I need to take?

It only takes a few steps to connect Cognito Forms and Slack. The result is a powerful automation that allows you to instantly record and organize feedback in a digestible format.

Decide what apps work best for your workflow. You’ll want to consider integrations based on what is happening in your process. Zapier, Make, or Microsoft Power Automate create powerful connections between the two platforms. For example, if you’d like to automatically set up a calendar event or send a Slack message to notify when a new entry comes in, Zapier lets you send info between the two automatically – no code required.

By following these helpful tips and tricks, you’ll be able to take full advantage of this powerful collaboration tool – allowing your team members to communicate faster and easier while staying organized and on top of your workflows! So go ahead – give it a try today!

Need help? Our team is ready to assist!

Haley N.

Haley N.

Haley, the Content Specialist for Cognito Forms, helps customers discover how they can use the product to elevate their business. She knows that when it comes to getting things done, Cognito Forms is the perfect tool. When not at work, you can find her hiking, listening to podcasts, or buying plants.