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Slack
This integration requires a Pro plan.
The Slack integration lets you receive instant notifications when someone submits your form. Messages are sent directly to your chosen Slack channel, keeping your team in the loop without leaving their workspace.

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Key Features

Instant Notifications

Get alerts the moment a form is submitted

Channel Selection

Send to public or private channels

Message Formatting

Include all fields or select specific ones

Workflow Integration

Use in automated workflows with conditions

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Setting Up the Integration

1

Connect your Slack workspace

Go to Integrations in your dashboard and click “Connect” on the Slack integration. Authorize Orbit AI to access your workspace.
2

Select a channel

Choose which channel should receive form submissions. Public channels work automatically. For private channels, you must first open the channel in Slack and type /invite @Orbit AI to add the bot.
3

Configure message format

Choose to include all form fields in the message or select specific fields to display.
4

Enable on your forms

Go to your form’s After Submission settings, open the Notifications tab, and enable Slack notifications.

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Channel Types

Public Channels

Any public channel in your workspace. The Orbit app can post to these automatically after authorization.

Private Channels

Private channels require you to manually invite the Orbit bot before it can post messages.How to invite Orbit AI to a private channel:
  1. Open the private channel in Slack
  2. Type /invite @Orbit AI and press Enter
  3. Return here and refresh the channel list

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Message Formats

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All Form Fields

Include all submitted form data in the message: 
📥 New submission received on Contact Form

  Name: John Smith
  Email: [email protected]
  Company: Acme Inc.
  Message: Interested in the enterprise plan...

View submission →

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Select Fields

Choose specific fields to include in the message: 
📥 New submission received on Contact Form

  Email: [email protected]
  Company: Acme Inc.

View full submission →

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Using Slack in Workflows

For advanced use cases, you can add Slack as a destination in your workflows. This allows you to:
  • Send to different channels based on form responses
  • Add conditions before sending (e.g., only notify for high-value leads)
  • Combine with other actions like CRM updates or email sends
  • Customize the message with field mapping
Pro tip: Use the workflow builder to create a filter that only sends Slack notifications for submissions that match certain criteria, like leads with “Enterprise” selected as their plan.

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Troubleshooting

Channel not appearing in the list? For private channels, open the channel in Slack and type /invite @Orbit AI to add the bot. Once invited, refresh the channel list in Orbit. Public channels should appear automatically.
Messages not being delivered? Check that the integration is still connected in your Integrations page. Try disconnecting and reconnecting if issues persist.
Wrong channel receiving messages? Make sure you’ve selected the correct channel in both the integration settings and the form’s notification settings.
Integration was disconnected? A workspace admin may have revoked the app permissions. Reconnect from the Integrations page to restore access.

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Required Permissions

When you authorize Orbit AI, we request the following Slack permissions:
PermissionWhy we need it
channels:readList available public channels for selection
groups:readList private channels where the app is invited
chat:writeSend messages to channels
users:readDisplay workspace information

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Next Steps

All Notifications

Email, Slack & more

All Integrations

CRMs, tools & more