Remove BoldSign document authentication from Slack
When an approved signing process calls for a change, keep the request and the document update connected.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Remove Document Authentication
Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
Why this helps
A specific authentication change can get lost between the Slack decision and the BoldSign document setting.
- Carry explicit setting requests into the document workflow.
- Reduce missed handoffs on document preparation changes.
- Keep the affected document identifiable from the original request.
Setup
Build it in a few focused steps.
- 1Connect Slack and BoldSign to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to handle approved authentication-removal requests.
- 3Write one instruction describing the required approval context and how to identify the BoldSign document before removing authentication.
- 4Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 5Test with a real, approved request and verify the intended document's setting.
Questions about this workflow
Should every mention of authentication remove it?
No. The instruction should clearly describe the explicit request and approval context that qualifies.
Can this be undone automatically?
The listed action removes authentication. The available event list does not include a restore action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Boldsign. A trigger fires from one place; an action lands in another.
Slack triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
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Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Slack and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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