Slack Incoming Webhooks

FormPilot can send a compact notification to Slack when a public form receives a new submission. This integration uses Slack Incoming Webhooks.

This is not a Slack OAuth app. FormPilot does not install into your workspace, does not request Slack identity access, and has no channel picker. The channel is selected inside Slack when you create the incoming webhook URL.

Requirements

• A FormPilot workspace on Starter, Pro, Business, or an active trial.
• A workspace member with the org:webhooks:manage permission.
• A Slack incoming webhook URL from hooks.slack.com or hooks.slack-gov.com.

Slack's official setup reference is Sending messages using incoming webhooks.

Setup

1. In Slack, create an incoming webhook for the channel that should receive new quote notifications.
2. Copy the generated webhook URL. It should start with https://hooks.slack.com/services/ or https://hooks.slack-gov.com/services/.
3. In FormPilot, open Dashboard -> Settings -> Slack notifications.
4. Paste the Slack webhook URL and click Connect Slack.
5. Click Send test to verify that Slack receives a diagnostic message.

The full Slack webhook URL is encrypted at rest and never displayed again. FormPilot only shows the safe host, such as hooks.slack.com.

What Gets Sent

Live Slack notifications are generated from the same safe submission shape used by FormPilot webhooks. A Slack message can include:

• Form title.
• A customer/name-like field when one is present.
• A service/job-like field when one is present.
• An urgency/timeline-like field when one is present.
• Attachment count.
• Submitted time.
• A FormPilot dashboard link to the submission.

FormPilot does not send private upload URLs, raw IP addresses, user agents, raw request headers, cookies, or a full answer dump to Slack.

Customer-entered text is escaped and truncated before being included in Slack.

Delivery And Retries

A Slack delivery is considered successful when Slack returns any HTTP 2xx response within 10 seconds. Network errors, timeouts, and non-2xx responses are recorded as failed deliveries.

Failed live Slack deliveries retry with the same bounded backoff as FormPilot webhooks: 5 minutes, 15 minutes, 1 hour, and 6 hours. After 5 total attempts the delivery is marked failed. Slack is automatically disabled after 10 consecutive live failures.

Test sends are single-attempt diagnostics. They do not retry, do not increment failure counts, and do not auto-disable Slack.

Replacing Or Removing Slack

To rotate the Slack webhook URL, create a new incoming webhook in Slack and use Replace URL in FormPilot settings.

To stop Slack notifications without deleting history, disable the integration. To remove the encrypted URL entirely, delete the Slack integration from settings.

Current Scope

Pivot 04B supports one incoming webhook URL per FormPilot workspace. It does not include Slack OAuth, a Slack channel picker, per-form routing, Slack interactive buttons, slash commands, or Slack user identity mapping.