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How to get notified via Slack when new documents are sent in BoldSign?
Published:
2 mins read
By integrating BoldSign with Slack through Power Automate, your team will receive real-time Slack notifications whenever new documents are sent for signature in BoldSign. This ensures they remain informed and can take any necessary actions without delay.
Follow the below steps to get notified via Slack when new documents are sent for signature:
- Login in to Power Automate or sign up for an account if you don’t already have one.
- Navigate to the
Connectionsmenu and add BoldSign as a connection to link your BoldSign account with Power Automate.
- Click on
Create, go toMy flows, and selectNew flowto start creating your flow. - A Designer page will open. Disable the
New designerbutton to continue.
- You will be taken to the trigger setup page. Choose
BoldSignas the trigger app.
- Then choose a Webhook event as
Sentand click theNew stepbutton.
- You will be directed to the Action page. Choose
Slackas the action app.
- Choose action as
Post message.
- Select your desired
Channel NameandMessage Textin their respective fields. Additionally, map any other details based on your specific requirements. Then click theSavebutton and test your flow.
- Now, you will get notified via Slack whenever new documents are sent for signature in BoldSign.