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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
Connections
menu and add BoldSign as a connection to link your BoldSign account with Power Automate.
- Click on
Create
, go toMy flows
, and selectNew flow
to start creating your flow. - A Designer page will open. Disable the
New designer
button to continue.
- You will be taken to the trigger setup page. Choose
BoldSign
as the trigger app.
- Then choose a Webhook event as
Sent
and click theNew step
button.
- You will be directed to the Action page. Choose
Slack
as the action app.
- Choose action as
Post message
.
- Select your desired
Channel Name
andMessage Text
in their respective fields. Additionally, map any other details based on your specific requirements. Then click theSave
button and test your flow.
- Now, you will get notified via Slack whenever new documents are sent for signature in BoldSign.