How to get notified via Slack when new documents are sent

By using this integration, your team will be promptly notified in Slack whenever new documents are sent for signature in BoldSign, allowing them to be aware of the document and take any necessary actions promptly. You can find the pre-configured template provided on the BoldSign Zapier integration page.

Follow the below steps to get notified via Slack when new documents are sent:

• Navigate to the Get notified via Slack when new documents are sent page, and on clicking the Try this template button, you will be directed to the Zap creation page.

• Add the relevant title for your Zap at the top of the page, and then proceed with the setup process.
• Trigger: By default, the trigger app is set as BoldSign, and the trigger event is Document Sent.
• Connect your BoldSign account and test the trigger to ensure its proper functionality. Once tested, click Continue to move on to the next section.

• Action: The action app is pre-set as Slack, and the action event is the Send Channel Message.
• Connect your Slack account and select your desired Channel and Message Text in their respective fields. Additionally, map any other details based on your specific requirements. Finally, click the Continue button.

• Test the action to ensure its proper functioning. Once verified, activate your Zap to initiate the automation.
• Hence, you will get notified via Slack whenever new documents are sent for signature.