Send signature requests for Dropbox Sign documents for new Airtable records in a view and post Slack channel messages

First, we need to connect Airtable, HelloSign and Slack to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Airtable to Zapier.

  Give Zapier access to your Airtable account, using Airtable credentials.

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  Connect HelloSign to Zapier.

  Give Zapier access to your HelloSign account, using HelloSign credentials.

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  Connect Slack to Zapier.

  Give Zapier access to your Slack account, using Slack credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Airtable

  Choose the following trigger: New Record In View (Triggers when a new new record is created in a specifc view.).

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  Then set up an Action for HelloSign

  Choose this action: Send Signature Request From Template (Sends a HelloSign template out for signature request.).

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  Then set up another Action for Slack

  Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).

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  Then set up another Action for Airtable

  Choose this action: New Record (Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Airtable, HelloSign and Slack.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Send signature requests for Dropbox Sign documents for new Airtable records in a view and post Slack channel messages!