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How to get notified via Slack when new documents are sent
Published:
2 mins read
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 isDocument 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 theSend Channel Message.
- Connect your Slack account and select your desired
Channel
andMessage Text
in their respective fields. Additionally, map any other details based on your specific requirements. Finally, click theContinue
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.