Automations Guide

Automations Integrations

Connect StackBloom Automations with Slack, Gmail, webhooks, StackBloom Forms, and other tools to build cross-platform workflows.

Slack Integration

Send automated messages to any Slack channel or direct message when your workflow runs. Ideal for team notifications, alerts, and status updates.

How to Connect Slack

Go to Automations → Settings → Integrations
Click "Connect Slack"
Authorize StackBloom in the Slack OAuth popup
Select the workspace to connect
Slack is now available as an action in all your workflows

Example Slack Action

Channel: #new-leads
Message: New lead: {{field.name}} ({{field.email}})
         Budget: ${{field.budget}}
         Source: {{field.how_did_you_hear}}

You can connect multiple Slack workspaces. Each workflow action lets you select which workspace and channel to use.

Gmail Integration

Send emails directly from your Gmail account via Automations workflows. Use this for personalized outreach, notifications, or follow-ups where your personal Google account should appear as the sender.

How to Connect Gmail

Go to Automations → Settings → Integrations
Click "Connect Gmail"
Sign in to the Google account you want to use
Grant send permission to StackBloom
The Gmail "Send Email" action is now available in your workflows

Gmail vs. StackBloom Email

The Gmail action sends from your personal Gmail address. Use the standard "Send Email" action (via Resend) for transactional emails sent from a custom domain.

Webhook / HTTP Request

Send an HTTP request to any URL as part of your workflow. Use this to connect with any external tool, API, or service that accepts webhooks — including Zapier, Make (Integromat), HubSpot, Salesforce, or your own backend.

Configuration Options

Method: GET, POST, PUT, PATCH, DELETE

URL: Any valid HTTPS endpoint

Headers: Authorization, Content-Type, custom headers

Body: JSON, form data, or raw text with variable support

Example: Send to Zapier

Method: POST
URL: https://hooks.zapier.com/hooks/catch/12345/abcdef/
Body: {
  "name": "{{field.name}}",
  "email": "{{field.email}}",
  "source": "stackbloom_forms"
}

StackBloom Forms Integration

Use a form submission as the trigger for your workflow, or create a new form submission as an action within a workflow. Both directions are supported.

As a Trigger

Select "Form Submission" as your trigger type, choose a form, and the workflow fires each time someone submits it. All field values are available as variables.

As an Action

Create a new submission in a different form as part of your workflow — useful for internal data collection triggered by external events.

Email Action (Transactional)

Send transactional emails via StackBloom's built-in email service (powered by Resend). Emails are sent from your verified domain or a StackBloom shared sender address.

Add a "Send Email" action to your workflow
Set the To address — use a variable like {{field.email}}
Set the subject line — variables are supported
Write the email body in the rich text editor
Optionally verify a custom domain in settings for branded sending

Common Integration Examples

Form submission → Send welcome email to new lead

Booking confirmed → Send calendar invite and prep instructions

Document signed → Send copy of the signed PDF to all parties

Integration Tips

✓

Authenticate Before Building

Connect Slack, Gmail, and other services in Settings → Integrations before building workflows. This ensures they appear as options in the action panel.

✓

Test Each Action Individually

Use the "Test Step" button on individual actions before running the full workflow test. This helps isolate integration issues faster.

✓

Use Zapier or Make for Unsupported Apps

If a service is not natively supported, use the HTTP Request action to send data to a Zapier or Make webhook, which can then route it to thousands of other apps.