Formatting Slack Messages for RSS Workflow Lead Notifications

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I want to send a message to a slack channel when my RSS workflow generates a new lead. But I want it to look formatted when it arrives in the channel. Do I use "form information" in the "send message to slack"?

3 comments

Channeled
APP
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Yes, use "Form Information" for structured formatting. It adds organized data like "First Name → Kareem" and sorts fields alphabetically. For additional formatting, use the "Summary" field which supports markdown. Note that Slack uses its own markdown - use single asterisks for bold instead of double. You can also customize the bot name and emoji for better presentation.
Sources: Slack integration overview | Documentation | Clay University Send Message to Channel with Slack
Joel M.
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where are the "summary" fields?
Channeled
APP
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The "Summary" field is located in the "Send Message to Channel" Slack action setup inputs. When you configure the Slack integration, you'll see it as an optional field labeled Summary with the description "Text at the beginning of the message (e.g., 'A new response has been submitted')." This field supports markdown formatting and appears at the top of your Slack message before any Form Information data.
Sources: Slack integration overview | Documentation | Clay University Slack integration overview | Documentation | Clay University Send Message to Channel with Slack