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Create BoldSign signing links from Slack reactions

A reaction can be the small handoff that starts an in-app signing flow, without a new round of coordination.

Trigger

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

Action

Create Embedded Request Link

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Why this helps

A team may agree to prepare a signing flow but lose track of who should generate the link and share it.

  • Turn a clear reaction into a link creation handoff.
  • Reduce follow-up about who prepares the signing flow.
  • Keep the request title and signer context with the initiating Slack message.

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 conversationally.
  • 3Write one instruction describing which reaction means create an embedded request link and what title and signer context to use.
  • 4Pick Message Reaction Added as the trigger and choose a channel for run reports.
  • 5Test with one real message and reaction, then verify the generated link.

Questions about this workflow

Can the link be created from any reaction?

State the reaction and context that should count in the plain-language instruction, then test it with a real example.

Does link creation send the document for signature?

The listed action creates an embedded request link. It is intended for an in-app document preparation and sending flow.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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