Update BoldSign documents from Slack corrections
Keep a correction from getting buried in chat by carrying it to the relevant BoldSign document.
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
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Small contract corrections often arrive in Slack and then rely on someone remembering to reopen and update the right document.
- Keep correction requests connected to the document they concern.
- Reduce re-entry of straightforward edits.
- Make the requested change easier to follow through.
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 correction workflow to Notis.
- 3Write one instruction explaining what correction messages qualify, how to find the document, and how to apply the requested update.
- 4Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 5Test with a real correction on a draft and confirm the document update.
Questions about this workflow
Can this edit a draft or a sent document?
The listed action can edit a draft or sent document. The instruction should identify the intended document and requested change.
Does Notis need a field-mapping setup?
No. Describe the correction and desired outcome in a plain-language instruction.
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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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.
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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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