Slack workflow forms - Plain Docs

Slack contact forms allow you to create structured intake processes for customer threads. When integrated with Plain, these forms automatically convert Slack messages into Plain threads.

Here’s how to set this up

First, create a new Slack workflow that collects the information you need and make it post a message to the Slack channel:

Slack workflow forms, step 1

Afterwards, the workflow will be triggered whenever your customer uses the form.

Slack workflow forms, step 2

And this will create a thread in Plain once triggered:

Slack workflow forms, step 3