What is the Slack Plugin?
The Slack Plugin is a powerful automation tool for team collaboration and communication. It seamlessly connects your forms with your Slack workspace, enabling you to automatically send messages, create channels, manage users, set reminders, and more—based on changes in your form data. This integration streamlines workflows and boosts efficiency across your organization.
What is the Plugin Capable of?
Feature Name | Description |
Add Reminder | Set a reminder in a user’s DM or a channel, with customizable content and time. Useful for meetings, tasks, or important events. |
List Scheduled Messages | View all messages that are scheduled to be sent in Slack, making it easy to manage and review pending notifications. |
Cancel Scheduled Message | Cancel a scheduled message before it is sent, useful for withdrawing or updating notifications. |
Invite User to Channel | Invite a specified user to join a Slack channel (public or private), streamlining onboarding and team collaboration. |
Create Channel | Automatically create a new Slack channel, either public or private, for project, customer, or topic-based collaboration. |
Set Channel Topic | Update the topic or description of a channel, helping members quickly understand the channel’s focus or latest updates. |
Update Profile | Modify a Slack user’s profile information (such as avatar, title, bio), useful for syncing employee data. |
Set Status | Set a user’s Slack status (e.g., “Away”, “Busy”, “In a Meeting”) so team members know each other’s availability. |
Remove User from Channel | Remove a specified user from a channel, useful for team changes or permission management. |
Get Message by Timestamp | Retrieve a message by its timestamp, allowing precise tracking or automation around important communications. |
Retrieve Thread Messages | Get all replies (thread messages) under a specific message, useful for organizing discussions and archiving team conversations. |
Create Private Channel | Automatically create a private channel accessible only to specified members, ideal for sensitive projects or dedicated customer communication. |
Get Conversation | Retrieve detailed information about a channel, group chat, or DM, including member lists and message history. |
Delete Message | Delete a specific message in a channel or DM, useful for retracting errors or sensitive content. |
Get Message Permalink | Get a permanent link to a specific message, making it easy to reference or share important messages externally. |
Get Message | Retrieve the detailed content of a message by message ID or other parameters. |
Find User by Email | Find a Slack user by their email address, useful for automated invitations or identity verification. |
Find Message | Search for messages based on keywords, sender, or other conditions, useful for data analysis or information retrieval. |
Find User by ID | Find a Slack user by their user ID, suitable for data synchronization or permission management. |
Edit Message | Edit the content of a sent message, useful for correcting mistakes or adding clarifications. |
Find Public Channel | Search and retrieve a list of all public channels in the workspace, useful for automated grouping or channel management. |
Find User by Real Name | Find a Slack account by real name, helpful for HR automation or member archiving. |
Find User by Username | Find account information by Slack username, convenient for personalized notifications or permission assignment. |
Send Direct Message | Send a direct message to a specified user, ideal for automated reminders, notifications, or one-on-one communication. |
Send Channel Message | Send a message to a specified channel, supporting text, images, links, etc. Perfect for group notifications and announcements. |
Request Approval | Automatically send an approval request message to a specified channel or user, supporting workflow management and permission flows |
How to Set up this Plugin?
Step 1 Getting Slack tokens
Visit Slack API and log in to your workspace.
Click Create New App, select From scratch, name your app, and choose your target workspace.
In the app management page, go to OAuth & Permissions from the left menu.
Scroll down to the Scopes section. Add the required permissions to Bot Token Scopes and User Token Scopes based on the features you need.
For example, to create a Channel, add the
channels:managescope.
5. After adding scopes, scroll to the top and click Install to Workspace to authorize the app.
After successful authorization, you will receive two key tokens:
Bot User OAuth Token (usually starts with
xoxb-)User OAuth Token (usually starts with
xoxp-)
Copy and securely store these tokens immediately. They are essential for connecting your forms to Slack via the plugin.
Note:
A single app’s tokens can be used for multiple form plugin configurations. There is no need to create tokens repeatedly.
Step 2 Installing the plugin
Follow the steps to install the plugin:
Click here to visit the Market.
Search for the Slack plugin.
Open the Slack plugin, and click the Install button in the pop-up window to install it.
For a detailed guide, refer to Installing Plugin(s).
Step 3 Configuring the plugin
To properly use this plugin, go to the Plugin page, and click to update the required parameters in the plugin configurations. Enter Bot Token Scopes and User Token Scopes and click OK.
How to Use this Plugin in your Form?
Once you have obtained your tokens, you can configure the Slack plugin in your form.
Step 1 Opening your form and adding a button field to trigger the plugin
Start by navigating to the form where you want to integrate the Slack plugin. This could be a project onboarding form, a new client registration form, or any workflow where automatically creating a Slack channel would be useful.
To trigger the plugin, add a Button field to your form. Click on the button field and select Set to begin configuring the action.
Step 2 Configuring the button
1. Name and describe the triggered action:
Give your action a clear name, such as “Create a Channel,” and add a brief description so users understand its purpose. For example, “Create a channel in Slack.” Click Next to proceed.
2. In the Triggered Action section:
Choose Slack from the dropdown list of plugins.
Select Create Channel as the feature. This tells the form to use Slack’s channel creation capability when the button is clicked.
Configure the necessary parameters, such as Channel Name, Channel Type (public or private), and map relevant form fields (e.g., Result) to these inputs.
3. Click “Save” to complete the button setup.
See It in Action
Your form is now equipped with the Slack Create Channel feature. When users click the button and submit the form, a new Slack channel will be automatically created based on the provided information. This streamlines collaboration and ensures every project or client has a dedicated space for communication.
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