Messaging#

Messaging integrations in Formie allow you to send real-time alerts and notifications to platforms like Slack, Telegram, or SMS services such as Twilio and Plivo.

Formie uses Craft‘s Queue system to send data to third-party providers. When a submission is successful a job is added to the queue so that it can be processed asynchronously.

You can create Messaging integrations by going to FormieSettingsMessaging. You can pick from a list of providers Formie supports, and provide details for connecting to their respective APIs. You can also create multiple Messaging integrations, in case you need to connect to multiple, different providers.

Supported Providers#

Formie integrates with the following providers:

  • Discord
  • Plivo
  • Slack
  • Telegram
  • Twilio

Is your provider not in the list above? Contact us to submit your interest, or look at the Custom Integration docs to write your own provider support.

Discord#

Follow the below steps to connect to the Discord API.

Step 1. Create the Integration#

  1. Navigate to FormieSettingsMessaging.
  2. Click the New Integration button.
  3. Select Discord as the Integration Provider.

Step 2. Create a Webhook in Discord#

  1. Open your Discord server.
  2. Go to the Channel Settings where you want to post messages.
  3. Click IntegrationsWebhooks.
  4. Click New Webhook, give it a name and select the target channel.
  5. Copy the Webhook URL.

Step 3. Form Settings#

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Plivo#

Follow the below steps to connect to the Plivo API.

Step 1. Create the Integration#

  1. Navigate to FormieSettingsMessaging.
  2. Click the New Integration button.
  3. Select Plivo as the Integration Provider.

Step 2. Connect to the Plivo API#

  1. Go to the Plivo Console and log in.
  2. Copy the Auth ID from Plivo and paste in the Auth ID field in Formie.
  3. Copy the Auth Token from Plivo and paste in the Auth Token field in Formie.
  4. Navigate to Phone Numbers.
  5. Select a valid number from your account.
  6. Paste this into the From Number field in Formie.

Step 3. Test the Connection#

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar to verify the connection.

Step 4. Form Settings#

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Slack#

Follow the below steps to connect to the Slack API.

Step 1. Create the Integration#

  1. Navigate to FormieSettingsMessaging.
  2. Click the New Integration button.
  3. Select Slack as the Integration Provider.

Step 2. Connect to the Slack API#

  1. Go to the Slack App Center.
  2. Create a new app, by entering an App Name and Development Slack Workspace.
  3. In the left-hand sidebar, under Settings, click Basic Information.
  4. Under the App Credentials section, copy the Client ID and Client Secret values and paste into the fields in Formie.
  5. In the left-hand sidebar, under Features, click OAuth & Permissions.
  6. In the section Redirect URLs, click the Add New Redirect URL button and enter the value from the Redirect URI field in Formie.
  7. Then click the Add button, then click the Save URLs button.

Step 3. Test Connection#

  1. Save this integration.
  2. Click on the Connect button in the right-hand sidebar.
  3. You‘ll be redirected to Slack, where you must approve Formie to access your Slack account.

Step 4. Form Setting#

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Telegram#

Follow the below steps to connect to the Telegram API.

Step 1. Create the Integration#

  1. Navigate to FormieSettingsMessaging.
  2. Click the New Integration button.
  3. Select Telegram as the Integration Provider.

Step 2. Create a Telegram Bot#

  1. Open Telegram and search for @BotFather.
  2. Start a chat and send the command /newbot.
  3. Follow the prompts to give your bot a name and username.
  4. Copy the Bot Token provided after creation.
  5. Paste this value into the Bot Token field in Formie.

Step 3. Test Connection#

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar to verify the connection.

Step 4. Form Settings#

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Step 5. Get Your Chat ID#

  1. Start a conversation with your bot, or add it to a group or channel.
  2. Send a message in the chat where you'd like the bot to post (this triggers a "message update").
  3. Visit the following URL in your browser (replace the token): https://api.telegram.org/bot<YOUR_BOT_TOKEN>/getUpdates
  4. Look for a chat object in the response. It will look something like: "chat": { "id": -1001234567890, "type": "channel", "title": "Announcements" }
  5. Copy the id value and paste it into the Chat ID field when setting up the form integration.

💡 You can use a chat ID from a user, group, or channel — Telegram will route the message based on the ID automatically.

Twilio#

Follow the below steps to connect to the Twilio API.

Step 1. Create the Integration#

  1. Navigate to FormieSettingsMessaging.
  2. Click the New Integration button.
  3. Select Twilio as the Integration Provider.

Step 2. Connect to the Twilio API#

  1. Go to the Twilio Console and log in.
  2. Copy the Account SID from Twilio and paste in the Account SID field in Formie.
  3. Copy the Auth Token from Twilio and paste in the Auth Token field in Formie.
  4. Navigate to Phone NumbersManageActive Numbers.
  5. Select a Twilio phone number you own.
  6. Paste this into the From Number field in Formie.

Step 3. Test the Connection#

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar to verify the connection.

Step 4. Form Settings#

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

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