Airtable
HelloSign
Slack
zapier

An automated workflow using zapier

Connects Airtable + HelloSign + Slack

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

About this workflow template

This automation scenario allows you to connect Airtable, HelloSign, and Slack.

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Airtable, HelloSign and Slack can also be integrated using automation tools other than zapier:

Diagram

Send signature requests for Dropbox Sign documents for new Airtable records in a view and post Slack channel messages
Workflow diagram: Airtable + HelloSign + Slack integration

How it works?

When this trigger fires in Airtable

Airtable

New Record In View in Airtable

Triggers when a new new record is created in a specifc view.

Then these actions happen in Slack, Airtable and Airtable

HelloSign

Send Signature Request From Template in HelloSign

Sends a HelloSign template out for signature request.

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

Airtable

New Record in Airtable

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send signature requests for Dropbox Sign documents for new Airtable records in a view and post Slack channel messages.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Airtable to Zapier.

    Connect Airtable to Zapier.

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

  • Connect HelloSign to Zapier.

    Connect HelloSign to Zapier.

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

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Airtable

    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.).

  • Then set up an Action for HelloSign

    Then set up an Action for HelloSign

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

  • Then set up another Action for Slack

    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.).

  • Then set up another Action for Airtable

    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.).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

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

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Airtable

    Update record

    Update the values of specific cells in an Airtable record.

    zapierintegratelypabbly-connectpipedreamalbato
    actionbyzapierintegratelypabbly-connectpipedreamalbato
  • Airtable

    Get record

    Get a specific record

    pabbly-connectpipedream
    actionbypabbly-connectpipedream
  • Airtable

    Delete record

    Delete specific record by ID.

    pabbly-connectpipedreamintegratelyzapier
    actionbypabbly-connectpipedreamintegratelyzapier
  • Airtable

    Create single record

    Create single record

    pipedream
    actionbypipedream
  • Airtable

    Create multiple records

    Create multiple records

    pipedream
    actionbypipedream
  • Airtable

    List records

    List records

    pipedream
    actionbypipedream

Apps you need

Airtable

Airtable

Spreadsheets

A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer

Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.

HelloSign

HelloSign

Electronic Signatures

A Streamlined Digital Signature Platform for Business

HelloSign is a fast, secure and legally binding electronic signature software for businesses. It enables professionals to sign, track and send out important documents easily. With HelloSign's API, you can embed signing right into your own site with just a few lines of code.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.