Surface Forms can be integrated with Slack to send notifications when someone submits a form, completes a particular form step, or drops off the form.

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Integration Steps

Slack Integration Setup
  1. Navigate to the Workflow Builder
  2. Click a + button to add an action
  3. Add a Slack action and click Connect Slack
  4. Select your Slack workspace and authorize with required permissions
  5. Click Install to complete the basic setup

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Private Channel Configuration

For private channels, you need to add the Surface Bot to the channel.
  • Open the channel where you want to receive notifications
  • Add Surface app to the channel using:
    Add Surface App to Channel
  • Select “Surface” from the apps list
    Select Surface App
Make sure you have the necessary permissions in your Slack workspace to add apps to channels.

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Notification Types

Configure different types of notifications:
  1. Form Submissions — Get notified when users complete your forms with submission details
  2. Form Progress — Track when users start filling out forms or complete specific steps
  3. Form Abandonment — Receive alerts when users drop off from your forms
  4. Lead Alerts — Get instant notifications for high-value leads based on your criteria