Integrating DocuSign with Slack by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between DocuSign and Slack
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Step by Step DocuSign + Slack Integration Video Guide
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Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
About Slack
Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
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It's easy to connect DocuSign + Slack without coding knowledge. Start creating your own business flow.
- Triggers
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New/Update EnvelopeTrigger when a status of the envelope changed.
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New ChannelTriggers upon creation of a new #channel.
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New Mention
Triggers when there is a mention of a username or highlight word in a public #channel.
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New Message Posted to Channel
Triggers whenever a new message is posted on the specified #channel of your choice.
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New Message Posted to Private Channel
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
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New Starred Message
Triggers when you star a message.
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New User
Triggers whenever a new user joins Slack or a new account is created on Slack.
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New Thread Message
Triggers whenever a new message is posted on the specified #channel of your choice.
- Actions
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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Add Reminder
A reminder is added for yourself or a teammate, like /remind slash command.
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Create Channel
Creates a new channel.
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Send Channel Message
A new message is posted to your chosen #channel.
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Send Direct Message
Send a direct message to a user or yourself through the Slackbot.
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Send Private Channel Message
A new message is posted to your chosen private channel.
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Set Channel Topic
Sets the topic on a specific channel.
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Set Status
Updates your Slack status to the specified text & emoji.
How DocuSign & Slack Integrations Work
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Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Slack as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from DocuSign to Slack.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.