Automatically Send and Forward Form Data to Slack
This is recommended for those who want to smoothly check the information submitted in forms and for those who use Slack regularly to share information quickly.
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"Managing data sharing and notifications manually is time-consuming and often leads to forgetfulness..." Are you facing such concerns?
Especially as information like team schedules and form data continues to grow, finding efficient ways to share it can be quite challenging.
Imagine how much easier it would be if you could automate the sending and forwarding of such data using Slack!
This time, we will introduce several methods of automation that will significantly boost your work efficiency.
If you try this, you won't need to send notifications manually every time information is updated, saving you a lot of hassle.
If you're interested in any of these methods, you can easily try them out, so be sure to check them out!
Yoom provides templates for automating workflows using Slack!
If you want to try it right away, click the banner below to get started!
There are various ways to automatically send and forward data to Slack. Here are some methods we've picked out for you to check out!
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience sending and forwarding data to Slack automatically. Registration takes just 30 seconds, so feel free to give it a try!
This is recommended for those using Apollo for customer management who want to quickly notify their team when information is updated, or for sales and marketing professionals who want to automatically share the latest contact information with their team using Slack.
This is recommended for those who want to smoothly check the information submitted in forms and for those who use Slack regularly to share information quickly.
Recommended for business professionals who want to automate schedule sharing and notifications, as well as team leaders looking to improve information sharing efficiency.
Let's get started with creating a flow to automatically send and forward data to Slack! This time, we'll use Yoom to proceed with the setup without any coding, so if you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Slack when a contact is updated in Apollo!
The creation process is broadly divided into the following steps:
Register Slack and Apollo, which will be used this time, in Yoom's My Apps!
Registering with My Apps in advance will make future settings smoother.
Click on "My Apps" → "Add" on the left side of the Yoom screen.
Search for Slack using "Search by App Name" or find it from the app list.
A screen like the image below will be displayed.
Set the channel to receive notifications and click "Allow".
If Slack is displayed on the My Apps screen, the process is complete.
Click on "My Apps" → "Add" on the left side of the Yoom screen.
Search for Apollo using "Search by App Name" or find it from the app list.
The following screen will be displayed.
Enter as per the annotations and click "Add"!
If Apollo is displayed in My Apps, the registration is complete!
Next, copy the Yoom template.
Click the icon for "Try this template" on the banner template below.
When the screen shown in the image below is displayed, the template copy is complete.
In this step, we will configure the settings to use Yoom's API to automate the trigger when a contact is updated in Apollo!
Click on the area within the red frame below.
A screen to select the linked account and action will be displayed, so make sure there are no mistakes with the Apollo account you are linking this time!
The following screen will be displayed, so set the trigger interval.
You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the trigger interval.
※ Depending on your plan, the shortest interval for setting the trigger may vary, so be sure to check that.
It is generally recommended to use the shortest interval for that plan.
This time, we edited the test contact for "Taro Yamada" below.
Click "Test" and the following screen will be displayed.
The content of Apollo will be displayed in the retrieved value as shown in the screen below.
After this, you can use the content of these values as input!
※ For more details on the retrieved value, please check here.
After a successful test, click "Save".
Set up to receive notifications on Slack when a contact is updated in Apollo!
Click on the red frame below!
Next, the API connection settings will be displayed.
Select the destination channel ID where you want to receive notifications from the candidates displayed below the input field as shown in the image below!
In the message section, use the information obtained from Apollo as input from the "Retrieved Value" as shown in the image below!
After entering, click "Test" to check if the content you entered is actually sent to Slack!
Once you confirm the content on Slack, click "Save".
By clicking on the red frame "Set Trigger to ON" on the screen below, the flow bot will automatically start.
Thank you for setting up!
You can notify email content or records, and create boards or projects based on Slack posts.
In our busy workdays, we want to avoid spending more time on sharing and managing information. By utilizing Slack to automatically notify your team about updates to databases, forms, and scheduling tools, you can free yourself from tedious manual tasks and share important information immediately. Once you set up the automation flow, you can save time and use it more effectively. This method is perfect for busy business professionals.
Try automating with this blog and take a step towards streamlining your work!
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