Language: English
In this tutorial we set up an automation that posts a message to a Google Chat space each time a new record is added to a form — directly from ActivityInfo, with no intermediary workflow tool. It uses ActivityInfo's built-in webhook step to post the message.
We assume the role of a coordinator whose team works in a Google Chat space. The team tracks projects in a Projects form, and wants each newly submitted project announced in the space as it arrives.
What you need
- A form to watch. Ours is a Projects form with a text field Project Name with the code
NAMEand a reference field Partner with the codePARTNER, but any form will do — adjust the field references to yours. - Permission to design the database in ActivityInfo.
- A Google Chat space in which you can add webhooks. Incoming webhooks are a Google Workspace feature; a space administrator may need to allow them.
Step 1: Create an incoming webhook in Google Chat
-
In Google Chat, open the space that should receive the messages, or create a new one.
Create a Google Chat Space -
Click the space name, then Apps & integrations.
Apps & integrations -
Under Webhooks, select Add webhooks.
Add webhooks -
Name the webhook, for example "ActivityInfo", and save.
Webhook -
Copy the webhook URL — it begins with
https://chat.googleapis.com/v1/spaces/....
Copy webhook URL
Step 2: Add the automation
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In ActivityInfo, open the database, select the Database Settings.
Database settings -
Select Projects form, and then select Automations in the form's detail pane.
Automations -
Select Add automation and name it "Announce new projects in Chat".
Add automation -
Select Click here to get started and choose the On record added trigger.
On record added trigger -
Label the trigger and Select form.
Label the trigger -
Choose the Projects form and Select form.
Select Projects form -
Select Done.
Done
Step 3: Add the webhook step
-
Select Add a new step.
Add new step -
Select Action.
Action -
Select Fire webhook.
Fire webhook -
Give the step a label, for example "Post to Chat space".
-
Paste the Google Chat webhook URL into the Webhook URL field.
-
Set the Payload format to Custom.
Label, webhook and payload format
Step 4: Write the message
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Select Edit payload.
Edit payload -
Enter the message body Google Chat expects — a JSON object with a single
textproperty. The${...}references are filled in from the record that fired the automation; the field list on the right inserts them for you:{"text": "📋 New project submitted: *${NAME}* by ${PARTNER.NAME}, added by ${_user.name}"}
Custom payload edidor
-
Select Done to close the payload editor, and Done again to close the step.
Complete configuration -
Select Save. The automation is now active.
Save automation
Step 5: Test
-
Add a test record to the Projects form.
Add record -
Within moments, the message appears in the Google Chat space with the project's details filled in.
ActivityInfo notification received
Going further
- Announce only some projects: add a filter step between the trigger and the webhook — for example
CONTAINS(SECTORS, "Health")to announce only health-sector projects. - Announce status changes instead: use the On record edited trigger with the filter
STATUS != _previous.STATUS, and include both values in the message:${_previous.STATUS} → ${STATUS}. - Any formula works inside
${...}:${IF(BUDGET >= 100000, '🔴 large', 'standard')}.
Related articles
- Webhook step — all payload formats in detail
- Send a message to Microsoft Teams when a record is added
- Incoming webhooks in Google Chat (external link)