An automated workflow using ifttt
Connects DocuSign + Slack
Send messages in Slack for completed DocuSign envelopes
About this workflow template
This automation scenario allows you to connect DocuSign and Slack
It can be build using Ifttt, a no-code workflow automation tool. Ifttt 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.
Categories
DocuSign and Slack can also be integrated using automation tools other than ifttt:
How it works?
When this trigger fires in DocuSign
Envelope completed in DocuSign
This trigger fires when an envelope is completed.
Then this action happens in Slack
Post to channel in Slack
This Action will post a message to the channel you choose in Slack.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send messages in Slack for completed DocuSign envelopes.
Part I
Configure Applications
First, we need to connect DocuSign and Slack to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect DocuSign to IFTTT.
Give IFTTT access to your DocuSign account, using DocuSign credentials.
Connect Slack to IFTTT.
Give IFTTT 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 IFTTT.
Set up a Trigger action for DocuSign
Choose the following trigger: Envelope completed (This trigger fires when an envelope is completed.).
Then set up an Action for Slack
Choose this action: Post to channel (This Action will post a message to the channel you choose in Slack.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between DocuSign and Slack.
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 messages in Slack for completed DocuSign envelopes!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create signature request
Creates a signature request.
actionbyzapierpabbly-connectpipedreamiftttSend envelope using document
Sends an envelope signature request using a document.
actionbyzapierSend envelope using template
Sends a envelope signature request using a template.
actionbyzapierApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapierDownload a document
Downloads a document from a specified envelope.
actionbyintegromatSend a document to sign
Sends an envelope with a document to be signed.
actionbyintegromat
Apps you need
DocuSign
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
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.
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
