Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
This AlekSystem workflow sends a real-time Slack notification when a user submits a contact form on your website. It also optionally sends a confirmation email via either Outlook or Gmail. You can embed the form directly into your website and route all submissions to your preferred Slack channel for quick follow-up. ✅ Key Features 🌐 Website Form Trigger**: A no-code form that can be embedded directly on your website. ⚡ Slack Integration**: Instantly posts lead details to a designated Slack channel. 📧 Email Follow-Up (Optional)**: Sends a thank-you email to the user via either Gmail or Microsoft Outlook. 🔗 Easy to Connect**: Requires minimal setup with OAuth for Slack and email APIs. 🧰 What You'll Need Slack Bot Token & Permissions** Gmail or Outlook account (optional)** AlekSystem instance (cloud or self-hosted)** 🛠️ Step-by-Step Setup 1️⃣ Embed Contact Form on Website Node**: Form Submission on Website What it does**: Captures user inputs — Name, Email, and Phone. How to use**: Grab the public webhook URL from this node. Embed it as a form action on your website (HTML form or no-code builder). API**: None required. Webhook-based. 2️⃣ Send to Slack Node**: Slack What it does**: Posts a message to your Slack #leads channel with submission details. Message format**: You have a form submission with these details. Name: {{ Name }} Email: {{ Email }} Phone: {{ Phone }} API**: Slack Bot Token (OAuth2) 3️⃣ Optional: Send Confirmation Email Node**: Send Email - Gmail Sends email using Gmail API. Node**: Send Email - Outlook Sends email using Microsoft Outlook API. Message**: Hi {{ Name }}, Thank you for reaching out on our website. We'll be in touch soon! API**: Gmail or Microsoft Outlook OAuth2 👤 Created By Robert Breen Automation Consultant | AI Workflow Designer | AlekSystem Expert 📧 rbreen@ynteractive.com 🌐 ynteractive.com 🔗 LinkedIn 🏷️ Tags slack lead alerts website form AlekSystem email automation real-time notification lead generation form trigger webhook
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