An automated workflow using integromat
Connects eversign + Google Drive + Slack
Share new Eversign documents on Slack
About this workflow template
This automation scenario allows you to connect eversign, Google Drive, and Slack.
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
eversign, Google Drive and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in eversign
Watch New Documents in eversign
Triggers when a new document event is created.
Then these actions happen in Google Drive, Slack and Slack
Download a Final Document in eversign
Downloads a final pdf.
Upload a File in Google Drive
Uploads a new file.
Create a Message in Slack
Creates a message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Share new Eversign documents on Slack.
Part I
Configure Applications
First, we need to connect eversign, Google Drive and Slack to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect eversign to Make.com.
Give Make.com access to your eversign account, using eversign credentials.
Connect Google Drive to Make.com.
Give Make.com access to your Google Drive account, using Google Drive credentials.
Connect Slack to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for eversign
Choose the following trigger: Watch New Documents (Triggers when a new document event is created.).
Then set up an Action for eversign
Choose this action: Download a Final Document (Downloads a final pdf.).
Then set up another Action for Google Drive
Choose this action: Upload a File (Uploads a new file.).
Then set up another Action for Slack
Choose this action: Create a Message (Creates a message.).
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 eversign, Google Drive 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 Share new Eversign documents on Slack!
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 reaction added
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
triggerbyzapier
Upload file
Copies an existing file from another service to Google Drive.
actionbyzapierintegratelyCreate folder
Create a new, empty folder.
actionbyzapierintegratelyalbatoUpload file from url
This action will download a file at a given URL and add it to Google Drive at the path you specify. NOTE: 100 MB file size limit.
actionbyiftttCreate file from text
Create a new file from plain text.
actionbyzapierintegratelyUpload a file
Uploads a file.
actionbyintegromatpabbly-connectDownload a file
Downloads a file.
actionbyintegromat
Apps you need
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
