Want a way to invite new signups to your Slack workspace? We'll show you how easy it is to set up an automatic Slack invite with Formidable and Zapier.
Setting up an automatic Slack invite link creates a seamless way to add new users to your Slack workspace. If that sounds like something you'd like to build on your WordPress website, then this post is for you.
Slack, with all the great apps and integrations it has, is a great way to set up a community for your business or to improve team communication. It works like an online forum but acts as an instant messaging service. In fact, it's what the Formidable Forms team uses to communicate with each other.
When you're building a Slack community with new signups, it can quickly become a hassle to invite each new member in manually.
There’s no need to send out invites to every new member. You can automate this with a little help from Formidable Forms and Zapier.
Zapier is a great tool for anyone who uses multiple apps and tools. It works very simply by acting as the middle man between two apps, funneling information where it needs to go.
In this case, we need data from signup form submissions to make its way to Slack. With Zapier, you can set this to automatically transfer the data. That means no more time wasted doing it all yourself. No more missing information, errors, or simple typos.
At Formidable Forms, we offer a very handy Zapier plugin to set up any integration you want, seamlessly.
Sound good? We’ll show you exactly how to set up an automatic Slack invite through WordPress forms. In no time at all, you’ll have a straightforward, simple way to get new signups onboard with your online community.
Step 1 – Install and activate Formidable Forms
The very first step is to install and activate Formidable Forms on your WordPress website.
You can download the plugin from your Account page and upload it through WordPress → Plugins → Add New.
Activate the Formidable Forms plugin through your license key, which you can also find on your Account page.
Step 2 - Create a new form to send automatic Slack invitations
You will need to either build a contact form, use an existing form, or use a form template for this part.
Whatever you choose and however your form looks, you need a form with an email field as this will be the information used to send an automatic Slack invite to the form user.
Step 3 – Set up Zapier and connect with Formidable Forms
If you don’t already have a Zapier account, you’ll need to sign up for one for the next part. It only takes a few minutes.
Once you’re all set up, head back over to your WordPress dashboard and click Formidable → Add-ons and find the Zapier plugin add-on. Install and Activate this, and now you’re ready to get going.
Step 4 - Make a Zap to send automatic Slack invite links
It's time to start building your Slack and WordPress forms integration.
Log into Zapier and find the Make a Zap option in the top right-hand corner. A Zap just refers to the connection made between two apps. Click on this and the next screen will ask you to choose a Trigger App.
A Trigger App is an app that triggers an action in the Action App. In this case, your Trigger App will be Formidable Forms, because that’s what’s going to trigger the next step. You will have to choose a specific trigger which should be New Form Entry. This means when your Formidable form receives a new form submission, it will trigger the action you're about to set up.
When you set your trigger app, you will be asked to Connect an Account so that you can link Formidable Forms to Zapier. This will appear as a popup where you'll have to paste in your Formidable Forms license key and site URL.
Next, select your Action app, which is where the information will be sent to. This will be your Slack account, so you’ll also need to set the specific action there too. In order to send an automatic Slack invite, you will need to select Invite New User. Alternatively, you can choose Invite User to Channel if you want to add them to a specific Slack channel.
You will then need to connect your Slack workspace to complete the connection. This will also appear in a popup window where you can click Authorize to give Zapier permission to access your Slack account. When the integration is set up, simply click Save + Continue.
When everything is set up, it’s time to test it all out to make sure your Slack and WordPress forms integration works as it should. Zapier always gives you the option to send a couple of tests once you've set up a new integration.
Step 5 - Finalize your Slack workspace connection
The last thing you need to do is connect your workspace to finalize your automatic Slack invitation.
To do this, you need to set up the email textbox. This refers to the email address of the user who submits the form. Click on the Insert a Field icon under Email and search for the email field to select it.
The next thing you need is a Slack Legacy Token. This works in the same way as an API key and will complete the integration to connect the Slack workspace.
You can find the Legacy Token via Slack's API integration page. Make sure you're signed in and find your workspace. Next to it, you should see an option to Create Token. Click this and copy the code back over to Zapier. Click Continue to complete the connection.
Once again, Zapier will give you the option to send a test which we would recommend doing just to check everything is working. The very last thing to do is check that your Zap is ON.
Now you should have a fully operational way to automatically invite new form users to your Slack workspace.
Get the most out of Zapier integrations for WordPress forms
Formidable Forms’ Zapier add-on means you can get so much more out of Zapier than just a Slack connection. You can do everything from set up form entries to create new rows in Google Sheets or create a connection with email marketing platform Infusionsoft.
If you want to know more about the kind of connections you can make between Formidable Forms and Zapier, take a look at our recent post: How to Connect Thousands of Apps: Integrate Zapier with WordPress forms.
Don't want to use Zapier to invite new users to Slack?
An alternative to using Zapier is to send your new users an automatic Slack invite link through Formidable's email autoresponders and notifications.
When you click on Settings on a form, you should see an option for Email Notifications. Here, you can set up an automatic email that notifies or passes on vital information to whoever has just submitted the form. You can include a Slack invitation link here that people can click on whenever they want to join your Slack community.
To get this invitation link, open Slack and click on your workspace name in the top left-hand corner. Select Invite People in this menu and then click on Members. Next, click on Get an invite link to share and this will give you a dropdown option to select your expiration date. You can either select a time period such as 30 days or no expiration date at all.
Click Create Invite Link and copy this. All you need to do is move this link over to your automated email message in Formidable Forms so it'll get sent out to everyone who submits your signup form.
Haven't joined Formidable Forms yet? Take a look at our full range of features and integrations to see why we're the very best WordPress form builder plugin around.
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