Serviceform's chatbot asks visitors what they need and collects their details. FlowMattic posts each chatbot submission to Slack and can send it to the rep for that service or area, with a reminder to call back. For service businesses such as installers, clinics and agencies whose sales team answers enquiries from Slack.
1 trigger 14 actions 5 example workflows 2 ready-made templates Unlimited runs
When this happens in Serviceform1 trigger
Do this in Slack14 actions
1. TriggerNew Submission from Chatbot2. ActionSend Channel MessageWhen Serviceform fires New Submission from Chatbot, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateEach conversation that ends in a submission appears with the visitor's name, contact details and answers, so the first free salesperson can call while interest is high.
New Submission from ChatbotSend Channel Message
View the template A Router reads the chatbot answer for service type. Installation enquiries go to the installs channel and maintenance requests to the service desk.
New Submission from ChatbotRouterSend Channel Message
A Lookup Table maps the postcode or region the visitor gave to a rep's Slack user ID, and Send Direct Message puts the lead in front of the person who covers that patch.
New Submission from ChatbotLookup TableSend Direct Message
An AI Agent turns the visitor's answers into two lines with the job, budget and timing, so the rep takes in the lead at a glance and calls prepared.
New Submission from ChatbotAI AgentSend Channel Message
After the channel post, Add Reminder asks the sales lead to confirm someone called back within the hour, a check that matters on busy days.
New Submission from ChatbotSend Channel MessageAdd Reminder
At the end, each Serviceform chatbot submission posts the visitor's details and answers to your sales channel.
In FlowMattic, open Connects and add a Slack connection for your sales team's workspace.
Create a workflow with Serviceform and New Submission from Chatbot, and follow the trigger's instructions to link your Serviceform account.
Complete the chatbot on your site once so FlowMattic captures the answers and contact fields.
Add Send Channel Message, choose the sales channel, include the name, phone, email and key answers, test it and switch the workflow on.
1. Trigger in Serviceform
New Submission from Chatbot
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Serviceform | To Slack |
|---|---|
| Name | Message: lead |
| Phone | Message: call on |
| Message: email | |
| Service answer | Message: wants |
| Postcode | Message: area |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Serviceform and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Routing by service and area means each enquiry lands with the person who can quote, without a coordinator passing it on.
The chatbot's answers, or an AI summary of them, are in the message, so the first call starts from what the visitor already said.
FlowMattic runs on your own WordPress site with unlimited runs, so a good month of chatbot leads costs the same as a slow one.
Create a FlowMattic workflow with the Serviceform New Submission from Chatbot trigger, then add Slack Send Channel Message and map the visitor's details and answers. Test with one chat and switch it on.
Yes. Add your email marketing app's step after the Slack message, for example adding the visitor to a Mailchimp audience, so sales and marketing both get the lead.
Yes. Use Send Private Channel Message instead, after adding your Slack connection's user to that private channel, if leads include details only sales should see.
Yes. Add a Filter or Router on the chatbot answer for urgency, and send urgent requests by direct message to the on-duty person while the rest go to the channel.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Serviceform integration 1.0.0, Slack integration 1.0.
