Wrangle
  • Wrangle Help Docs
  • 🎟️Tickets
    • Guide to Ticketing
    • Setting up Your Inbox
      • Inbox Settings
      • Automations
      • Ticket Statuses
      • Tags and Auto-Tagging
      • Form Fields
      • Users & Permissions
    • Creating Tickets
    • Web App - Monitoring Tickets
      • Ticket Report
      • Responding to Tickets
      • My Dashboard
    • Ticketing for Slack Connect
    • Email to Ticket Guide
    • Private Ticketing
    • Ticket Deflection
      • Smart Replies
  • 🔌Workflows
    • Using a Workflow
    • Designing a Workflow
      • Task Lists
      • Approvals
      • Forms
      • Conditional Steps
      • Editing Workflow Settings and Design
    • Monitoring and Managing a Workflow
      • Workflow Dashboard
      • Instance View
      • Workflow Report
      • My Dashboard
    • Advanced Workflow Features
      • Post a Workflow To Different Channels
      • Due Dates and Reminders
      • Assigning Work To People From Earlier Steps
      • Notify Requesters via DM for Private Workflows
      • Suggest a Workflow
      • Keeping Everything in One Slack Thread
      • How to Duplicate a Workflow
  • ⚡Integrations
    • Zapier
      • Troubleshooting Your Zap
    • Wrangle API
    • Zendesk
  • 💡Best Practices
    • Wrangle App Home
    • Rolling out Wrangle to your Workspace
    • Recipes
      • Recipe: Create a recurring workflow using Zapier
      • Recipe: Send your intake form data to Google Sheets using Zapier
  • ⚙️Account Administration
    • Account Admins
    • Appearance (White Labeling)
    • Working Hours
    • Viewing and Changing Billing Details
    • Billing FAQs
  • More Help
    • FAQs
    • Contact Us
    • Video Library
Powered by GitBook
On this page
  • Prep your Wrangle form and Google Sheet
  • Set up your Slack shortcut and form
  • Set up your Wrangle workflow step
  • Set up your Google Sheets step

Was this helpful?

  1. Best Practices
  2. Recipes

Recipe: Send your intake form data to Google Sheets using Slack Workflow Builder

Last updated 8 months ago

Was this helpful?

This integration is only compatible with the legacy version of Slack Workflow Builder (SWB). Starting in August 2023, Slack will begin migrating existing SWB workflows to .

Ingredients needed:

  • Edit access for your Wrangle workflow

  • A spreadsheet in Google Sheets where you'd like to pass your Wrangle form data

  • installed in your Slack workspace

  • Access to Slack Workflow Builder (by default, all members in a paid workspace have access)

While Wrangle includes both a and a , you might find that you'd like a bit more flexibility in your reporting, like being able to analyze specific values from your or . You can easily create an automation that sends each workflow instance's form values to a Google Sheet using Slack Workflow Builder (SWB).

If you use this recipe, your requesters will have to submit a request using a channel shortcut, rather than the "/wrangle" command in Slack. Alternatively, you could , but this recipe assumes you will use the former method.

Prep your Wrangle form and Google Sheet

Let's start with your form. There are a few ways that SWB's native form functionality differs from Wrangle's. See the below table to understand what changes you might need to make to your Wrangle form in order to make it compatible with SWB:

If your Wrangle form has this:
Then change it to this in Wrangle:
And set it to this in Slack Workflow Builder:

Select a date

Short answer

Short answer

Number input

Short answer

Short answer

Select from a list

Short answer

Select from a list

Let's move on to your spreadsheet. Your sheet should include column headers that correlate to your form fields. You can also include columns for requester name, workflow started date, and workflow completed date. For example, if this is our Wrangle form:

Then our column headers in Google Sheets will look something like this:

Set up your Slack shortcut and form

Choose a channel and name your shortcut, then click "Next."

Add a workflow step, and choose "Send a form."

Create a form to match your Wrangle form questions, then click "Save."

Set up your Wrangle workflow step

Now we're ready to add our next step, which is our Wrangle step. Under "Add a workflow step" choose "Start a Wrangle Workflow."

Add "Person who submitted form" under "Which user is considered to be starting the Wrangle Workflow," choose your workflow, then use "Insert a variable" to map all the answers to the Slack form to your Wrangle form. Click "Save" when you're done.

Set up your Google Sheets step

Now it's time to add our Google Sheets step. Under "Add a workflow step," find "Add a spreadsheet row."

Find your spreadsheet and sheet, then map your form fields to their respective columns using "Insert a variable." In addition to your form data, you can also add fields like the person who started the workflow, the time the Wrangle workflow step started, and the time the Wrangle workflow step completed.

Publish your Slack workflow, and you're ready to go! Whenever a new request comes from your new channel shortcut, you'll see a new row in your Google Sheet like this:

Now we're ready to start building our Slack workflow. In , click "Create," then name your new workflow. Then, choose "Shortcut" under "Choose a way to start this workflow."

💡
Slack Workflow Builder
their new version
Google Sheets for Workflow Builder
workflow dashboard
form steps
CSV export
launch the workflow via webhook
intake form
Choose "Shortcut"
Configure your shortcut.
Match these form questions to your Wrangle form questions.