Create BoldSign custom fields from Slack requests
Keep a newly identified data need from disappearing in chat by carrying it into the signing setup.
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
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Why this helps
A new signing data requirement can be discussed in Slack but never registered where the brand's documents are prepared.
- Turn a clear field request into a setup action.
- Keep brand-specific data needs connected to signing preparation.
- Reduce repeated follow-up about whether a requested field exists.
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 describe the custom-field workflow to Notis.
- 3Write one instruction explaining what qualifies as a new field request and how to identify the brand and field details.
- 4Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 5Test with one real request and verify the field is created for the intended brand.
Questions about this workflow
Does this create a general account-wide field?
The action creates a brand-scoped custom field, so the instruction should identify the intended brand.
Can the workflow update an existing field?
Use the Edit Custom Field action for a request to update a field that already exists.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
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.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Edit Document (Beta)
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.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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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