Bring Formulatiq forms directly into Slack
Centralize submission alerts, collaborate on follow-ups, and trigger workflows without context-switching. Follow the steps below to install our app for Slack in less than five minutes.
How to install the app for Slack:
- Sign in to your Formulatiq account at app.formulatiq.com
- Navigate to Settings → Integrations → Slack
- Click "Connect to Slack" and authorize the app
No admin rights? Share these instructions with your workspace owner to approve the install.
Once connected, pick the channels and every submission becomes a Formulatiq report so ops can keep working inside Slack.
Live in
under 5 minutes
SOC 2 ready
security stack
Install checklist
What happens after you click Add to Slack
1. Add to Slack (OAuth + signature checks)
Complete Slack OAuth while our Laravel VerifySlackSignature middleware validates every request before tokens are issued.
Only after the signature matches do we persist encrypted workspace credentials.
2. Choose channels & forms
SlackService fetches tenant forms and channel lists so you can decide where submissions should post and who needs notifications.
Need private channel access? Invite the Formulatiq bot after install to unlock it.
3. Configure automations
Every submission becomes a report created via SlackRepository → ReportService, so ownership, routing, and analytics stay consistent.
Map GTM, support, and ops templates without leaving Slack.
Purpose-built for Slack-first workflows
Installation pages we've studied all spotlight what value customers unlock immediately. We mirror that here with concrete, high-signal benefits.
Minutes to value
Pre-built playbooks show what a great Slack install looks like for modern revenue and success teams.
Secure by design
Only the scopes listed below are used. Data is encrypted in transit and at rest with audit-friendly logging.
Advanced routing
Threaded updates, emoji-based routing, and AI summaries keep everyone aligned on the next best action.
Analytics ready
Surface submission insights back into Slack with digest posts and performance snapshots.
Enterprise-grade guardrails
- Least-privilege access: Slack scopes stay limited to the permissions listed in the Add to Slack dialog.
- Signature verification: The Laravel VerifySlackSignature middleware checks every request before we touch workspace data.
- Audit-friendly logging: SlackEventAuditService records each call with timestamps and request IDs.
- Data controls: Administrators can revoke tokens instantly from either Slack or the Formulatiq dashboard.
Scopes you'll approve
Post Formulatiq reports back into your selected channels.
Respond to /formulatiq commands and quick actions.
List public channels while you map forms to Slack.
Discover private channels once the bot is invited.
Read DM context when team members message the bot.
Reply in DMs with install confirmations and alerts.
Access conversation history for context in DMs.
Support multi-person DM routing for handoffs.
Capture @Formulatiq mentions to trigger workflows.
Send AI-powered summaries into Slack threads.
AI-Powered Features Disclaimer
This app uses AI to generate summaries and insights. AI-generated content may occasionally be inaccurate or incomplete. Always verify important information before taking action.
Frequently asked questions
Everything you need to confidently share this installation page with procurement, admins, and security teams.
Which Slack scopes are required?
Formulatiq requests chat:write, commands, and read access for channels, groups, IMs, and mentions so we can post responses and answer contextual questions. User scopes cover identity so workspace owners can see who connected.
Can I test before rolling out?
Yes. Install the app inside a sandbox or private channel first, experiment with our sample forms, and promote to production when you are ready.
What if we need a custom install guide?
Our team can prepare a tailored runbook for enterprise rollouts, including security reviews and data retention policies.