How to automatically send Slack direct messages for each new Jotform submission

Relay.app is an automation tool that lets you automate actions across Jotform, Slack, and many other apps.
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1

Set the Jotform trigger as “Form submission received”

Add the Jotform trigger to initiate your playbook's actions for each new form submission.

To do this, click "Add trigger" in your playbook. Select the "Form submission received" trigger option from the dropdown menu under Jotform. It will enable your playbook to automatically identify newly received forms and trigger necessary actions.

If you still need to connect your Jotform account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates for each new Jotform submission.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages for each new Jotform submission without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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