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While many people keep Slack open on their desktops at all times, Google Forms is something that most of us open only when needed. Switching screens to open Google Forms may seem like a small inconvenience, but over time, it can add up and become a burden.
Wouldn’t it be convenient if you could check all the necessary information on Slack every time a new response comes in via Google Forms?
In this article, we’ll introduce a flow that notifies you on a Slack channel whenever a new response is submitted to Google Forms, along with the response details. The best part is that you can do this without any coding, so you can start saving time and effort while boosting your work efficiency starting today!
Recommended for:
This article introduces how to use the no-code tool "Yoom" for the integration.
No complicated settings or operations are needed, making it simple for non-engineers to implement.
You can even get started right away with the template provided below, so feel free to give it a try!
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
[What is Yoom]
Let's create a flow using Yoom to notify any Slack channel when a response is submitted in Google Forms.
If you don't have a Yoom account, please create one from the Yoom account creation page. It takes just 30 seconds to get started!
To create a flow in Yoom, you need to integrate your Slack account with Yoom and your Google Forms account with Yoom.
First, integrate Slack with Yoom. Click "App Integration" on the left tab and select Slack.
You will be asked for access permissions. Select the channel you want to notify from "Where should Yoom post?" and click "Allow" to complete the integration.
Next, integrate Google Forms with Yoom. Click "App Integration" on the left tab and select Google Forms.
You will be redirected to the Google Forms permission settings page. Click "Sign in with Google".
In the account selection screen, select the account you want to integrate.
Click "Allow" to complete the My App integration.
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
Now, let's create a flow that notifies a designated Slack channel when a response is submitted through a Google Form.
Select the project where you want to create the flow, and start creating the flow by clicking "Create New" → "Create from Scratch" in the top right corner.
You can set the flow title and description freely, so please set a clear title.
Also, for the condition to activate the flow bot, click "Trigger from an app event" and select Google Form.
For the trigger action, select "When a response is submitted to the form" and set the trigger activation interval and form ID.
Set the trigger activation interval to the shortest, 5 minutes.
The form ID can be obtained from the Google Form URL you want to notify. The part "●●●●●●" in "https://docs.google.com/forms/d/●●●●●●/edit" is the form ID.
Once the settings are complete, click "Test" below the form ID field.
If the "Test Successful" message appears, the trigger setup is complete.
Note that the trigger activation interval can be set to 5, 10, 15, 30, or 60 minutes. The shortest activation interval varies depending on the plan, so please be aware.
Additionally, for methods to obtain response content other than existing items with the Google Form trigger, please refer to How to Obtain Response Content with Google Form Trigger.
Next, set up an action to notify Slack about the submission of a response to the Google Form and its content.
From the "+" button below the app trigger, select the operation type "Integrate with App" and connect with Slack.
Once connected with Slack, select the action "Send a message to a channel" and set the Slack channel you want to notify and the message content.
The message content can be dynamically set using Output.
※ For methods to convert messages to bold or add code blocks, please refer to Convenient Formatting for Slack.
※ For methods to send messages with mentions, please refer to How to Send Messages with Mentions in Slack.
Click the test button below the message field, and if the test is successful, the setup is complete.
Finally, turn on the app trigger to complete the setup.
While it is on, notifications will be automatically sent to the designated Slack channel whenever a response is submitted through the Google Form.
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Slack and Google Forms.
If there's anything that piques your interest, please feel free to try it out!
It is possible to set up integrations that notify Slack only when a specific option is selected in Google Forms, or send PDF documents attached to Google Forms to Slack.
Additionally, you can convert the responses from Google Forms into a PDF and post it on Slack.
■Overview
This is a flow that sends a notification to Slack when a specific option is selected in a Google Form.
It allows you to share information with your team in real-time based on the form responses.
■Recommended for
■Benefits of using this template
When conducting surveys or applications using Google Forms, there may be cases where you need to respond quickly when a specific option is selected. For example, manually sending notifications to the entire team when there is an urgent request or important feedback can be cumbersome.
By utilizing this workflow, notifications are automatically sent to Slack when a specific option is selected, enabling quick responses.
Additionally, by leveraging Slack, notification content is centrally managed, allowing all team members to share information in real-time. This enhances communication transparency and strengthens team collaboration.
As a result, it achieves operational efficiency and smooth communication within the team.
Notify Slack When Information is Registered in the Database
Automatically notify Slack when information is added to Google Sheets, Salesforce, etc.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The flow "Read files uploaded to Microsoft SharePoint with OCR and notify Slack" is a business workflow that automatically analyzes the content using OCR technology when a file is uploaded to Microsoft SharePoint and notifies Slack of the analysis results in real-time.
This facilitates smooth information sharing within the team and significantly reduces manual verification tasks.
■Recommended for
■Benefits of using this template
By utilizing this flow, notifications are immediately sent to Slack upon file upload, allowing the entire team to quickly share the latest information.
Additionally, automatic analysis by OCR eliminates the need for manual content verification, saving time.
The automated workflow enhances the overall efficiency of business processes and improves productivity.
Furthermore, automation prevents human errors and enables accurate data sharing.
Notify Slack when a task is completed in the project management app
Automatically notify Slack when a task is completed in Asana, Trello, etc.
■Overview
This is a flow that notifies Slack when Trello card information is updated.
■Recommended for
Those who utilize Trello for business
・Project managers who manage overall project planning and progress
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・You can share information in a timely manner as you will be automatically notified on Slack without having to check for updates on Trello card information.
・You can freely customize the content to be notified on Slack.
■Notes
・Please integrate Yoom with both Trello and Slack.
Notify Slack when a request is approved in the workflow
Automatically notify Slack when a request is approved in systems like Notion, Dropbox.
■Overview
The flow "Send an approval request when a page is created in Notion and notify Slack after approval" automates the business workflow from creating a new page in Notion to the approval process and notification to Slack.
■Recommended for
■Benefits of using this template
■Overview
This is a flow where, when a file is added to Dropbox, an approval request is sent to the person in charge and a notification is sent to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
By linking Dropbox with Yoom's approval form, you can streamline approval processes.
In this flow, when a file is added to Dropbox, an approval request is sent to the person in charge, and once approved, a notification is sent to Slack.
Since you can automate approval processes starting with Dropbox, manual request tasks are no longer necessary, allowing for improved efficiency.
Additionally, by preventing omissions in approval requests, delays in confirmation related to approval processes are eliminated, making business operations smoother.
Once approval is complete, a notification is sent to Slack, so approved documents remain as logs, making confirmation tasks easier.
Generate Documents from Google Form Content and Save to Cloud Storage
Automatically generate documents in Google Docs or Google Sheets from Google Form content and save them to OneDrive or similar services.
■Overview
The workflow of "Issuing PDF documents from Google Form contents and storing them in OneDrive" contributes to the efficiency of document issuance tasks.
Since routine tasks are automated, the workload is reduced.
■Recommended for
■Benefits of using this template
By issuing PDF documents from Google Form contents and storing them in OneDrive, there is a benefit of smoother data management.
This allows for the creation and storage of PDF documents to be completed at once, improving work efficiency.
With the reduction of manual saving tasks, you can focus on other important tasks, enhancing productivity.
Additionally, since centralized data management is achieved, searching and sharing information becomes easier, strengthening team collaboration.
This will speed up operations and enhance the overall competitiveness of the company.
■Overview
The workflow of "Issuing PDF documents from Google Form contents and storing them in Dropbox" contributes to the efficiency of document issuance tasks.
Since routine tasks are automated, the workload is reduced.
■Recommended for
■Benefits of using this template
By linking Google Forms with Dropbox, there is the benefit of being able to quickly save form submissions as PDFs.
This facilitates smooth information management and reduces manual errors.
Furthermore, since the saved PDF files can be shared via Dropbox, it promotes information sharing within the team.
Files are automatically organized on Dropbox, making it easy to search and use them later.
Using this flow improves work efficiency and makes data management significantly easier.
■Overview
The workflow "Create a quotation from Google Form content and store it in Box" is a business workflow that smoothly automates the issuance of quotations.
By implementing this workflow, the entire process from creating to saving quotations is automated, reducing the burden of daily tasks.
■Recommended for
■Benefits of using this template
Automatically create quotations based on Google Form data and save them in Box.
This eliminates the need for manual data entry and file upload tasks, saving time.
It also reduces the risk of human errors such as transcription mistakes and incorrect storage locations.
The accuracy of quotation management improves, allowing representatives to quickly access the necessary information.
Register the content submitted via Google Forms to a task tool
Automatically register the content submitted via Google Forms as a task in tools like Trello or Asana.
■Overview
This is a flow to register information entered in Google Forms into Trello.
■Recommended for
1. Those who collect information using input forms
・Companies using Google Forms
・Those who organize and aggregate collected information
2. Those who manage tasks with Trello
・Those managing project tasks with Trello
・Those adding Google Forms responses as tasks
■Benefits of using this template
Google Forms can be used as a form for surveys from users or inquiries from customers.
However, if you manage the responses from Google Forms as tasks, you might find the manual entry into tools time-consuming and cumbersome.
This template allows you to automatically register Google Forms responses into Trello, reducing the burden of manual entry.
Even if there are many responses to Google Forms, tasks can be added to Trello seamlessly, making task management more efficient.
Additionally, by integrating with chat tools, you can notify task additions to Trello, facilitating smooth task sharing.
■Notes
・Please integrate both Google Forms and Trello with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/en/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow for registering information submitted via Google Forms into Asana.
■Recommended for
1. Those who collect information using Google Forms
・Those who use Google Forms for collecting survey or inquiry content
・Those who manage responses from Google Forms
2. Those who manage tasks using Asana
・Those who want to add Google Forms responses as tasks
・Those who centrally manage customer service tasks in Asana
■Benefits of using this template
Google Forms allows you to create custom forms tailored to your needs.
It can be utilized for collecting surveys or as an inquiry form, making information collection more efficient.
However, when it comes to task management, if you want to add Google Forms responses to a task management tool, manual input is required, which can be cumbersome.
This template allows you to automatically register Google Forms responses into Asana, reducing the burden of manual work.
By automating task registration in Asana, you can prevent manual input errors and omissions.
■Notes
・Please integrate both Google Forms and Asana with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/en/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow where a new response in Google Forms automatically adds a task to Backlog using the response content.
You don't need to manually check the form responses, as tasks are automatically added to Backlog, preventing any gaps or omissions in information management.
Feel free to modify the content registered in Backlog as needed.
■Notes
・Please integrate both Google Forms and Backlog with Yoom.
・Refer to the following link for how to retrieve response content when using Google Forms as a trigger.
Add content submitted via Google Forms to other apps
Automatically add content submitted via Google Forms to Google Sheets, HubSpot, and more.
■Overview
The workflow "Read PNG files received via Google Forms with OCR and add them to Google Sheets" is a process that automatically extracts text from PNG images collected through Google Forms and organizes it into Google Sheets. By utilizing Yoom, it reduces manual data entry tasks, achieving operational efficiency and accurate data management. It significantly reduces the time and effort spent on daily data processing, providing an environment where you can focus on more important tasks.
■Recommended for
■Benefits of using this template
Since PNG files received via Google Forms are read with OCR and automatically added to Google Sheets, it eliminates the hassle of manual data entry.
By reading files received via Google Forms with OCR and adding them to Google Sheets, data can be centrally managed.
Automation can prevent human errors in data entry and maintain the accuracy of information.
■Overview
This is a flow to create a contact in HubSpot based on information from Google Forms.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to collect lead information via Google Forms and automatically register it as a contact in HubSpot
・Those who want to reduce the hassle of manual data entry and streamline lead management
・Those who want to centrally manage information such as webinar participants and material requesters in HubSpot
2. Sales professionals using HubSpot
・Those who want to automatically import prospect information obtained from Google Forms into HubSpot and utilize it in sales activities
・Those who want to centrally manage customer information in HubSpot and share it with the team
■Benefits of using this template
・By automatically registering the responses from Google Forms as contacts in HubSpot, you can eliminate the hassle of manual entry and greatly improve work efficiency.
・By automatically importing lead information obtained from Google Forms into HubSpot, you can centralize lead management and enable efficient follow-up.
■Notes
・Please integrate both HubSpot and Google Forms with Yoom.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
■Overview
The workflow "Add employees to Google Workspace from Google Form responses" is a business workflow that smoothly automates the registration process for new employees.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
You can automatically add new employees to Google Workspace by utilizing the employee information collected through Google Forms.
This reduces the manual input work for the person in charge and prevents errors, thereby improving the efficiency of administrative tasks. It is a convenient workflow for HR personnel and team leaders to perform daily registration tasks easily and reliably. Consistent procedures also ensure smooth transitions to new administrators.
By integrating Slack with Google Forms, you can gather notifications and information from less frequently used tools into Slack, allowing you to check necessary information directly within Slack. By automating with multiple tools in this way, you can save time and effort on minor tasks, promoting efficiency and productivity for the entire team.
There are also other automation flows for Slack and Google Forms, so please give them a try.
