Paymattic lets you connect with Slack to send SMS notifications automatically when a form is submitted. This article will guide you through integrating Slack with Paymattic on your WordPress Site.
Enable Slack Integration #
To learn how to enable Slack integration, follow the steps with the screenshots below –
First, go to Integrations from the Paymattic Navbar, search for Slack through the search bar, and you will get the Slack integration module.
Here, you will see Slack’s Settings Icon on the right side, click on it.
Click the Toggle button and your Slack integration module will be enabled.
Integrate Slack into Forms #
To learn how to integrate Slack into any specific Form in Paymattic, follow the steps with the screenshots below –
First, go to All Forms from the Paymattic Navbar, select the Desired Form where you want to integrate your Slack and click the Pencil/Editor Icon.
Once the Editor page opens, go to the Integrations tab, click the Add New Integration button & select Slack Integration Feed feed from the dropdown list.
Now, a pop-up page will appear with various settings options for configuring Slack.
All the settings options mentioned in the screenshot below are briefly explained:
- Feed Name: Here, you can set a name for your feed according to your preference. This field is required to be filled in.
- Slack Webhook: This is also a required field. Here, provide the URL of your Slack Channel where you want to send the Paymattic’s form submission data. Click here to learn how to get the Webhook URL from Slack.
- Trigger notification on payment success only: If you enable this option, the notification will be sent to your chosen Slack Channel only after successful payment.
- Conditional Logics: This option allows Slack integration to function conditionally based on your submission values according to your set conditional logic/s. Also, here, you can add as much conditional logic as you need by clicking the + Add More button and delete any logic by clicking the Trash Icon if needed. To learn more, read this Documentation.
- Enable This Feed: Check this option to ensure this integration feed remains enabled and all its actions function properly.
Once the setup is done, finally, click the Create Slack Feed button.
And, your Slack will be integrated into this specific form!
Get the Webhook URL from Slack #
To learn how to get the Webhook URL from Slack, follow the steps with the screenshots below –
First, you need to create an App on your Slack to get the Webhook URL.
To create an app, go to the Slack API page and click on the Create an App button.
Select the From Scratch option.
Give your app a Name to easily find it later, choose your Workspace from the dropdown list, and click the Create App button.
Once you create the app, open the Incoming Webhooks page and enable the Toggle button to activate it.
Now, scroll down to Webhook URLs for Your Workspace section and click the Add New Webhook to Workspace button.
Now, select your desired Slack Channel from the dropdown list where you want to send the notifications and click the Allow button.
Once you hit the Allow button, you will be redirected to the Incoming Webhooks page.
Where you will get your desired Webhook URL, copy it by clicking the Copy button.
Now, return to the Add New Slack Integration Feed page from the Form’s Integration tab.
And, paste the URL you copied from the newly created Slack App into the Slack Webhook field.
Remember, don’t forget to click the Create Slack Feed button, otherwise your integration will not be saved and function properly.
After successful Integration, now you will see that your Slack Integration Feed has been added here.
You can modify your feed anytime by clicking the Pencil Icon and delete it by clicking the Trash Icon.
Also, you can disable or enable this feed anytime by clicking the Toggle button if needed.
Preview of Integrated Slack #
Here, you can see the preview of the notification messages of Slack through the Form entries that I set up during the integration.
This way you can easily integrate Slack with Paymattic!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.
