Move approved contracts from Slack into Docnify signing
When the team gives a clear go-ahead in Slack, let Notis handle the Docnify send after confirming the document and signers.
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
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
After an approval, switching to Docnify to locate the contract and restart the signing process can make the next step easy to lose.
- Keeps a visible approval connected to its signing follow-through.
- Prompts confirmation of the document and signer details before sending.
- Reduces the chance that an approved contract sits untouched.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docnify to Notis once through the portal.
- 2Create an automation in the portal, or tell Notis in plain language what outcome you want.
- 3In one instruction, explain how Notis should recognize a clear approval and confirm the Docnify document and recipients before sending.
- 4Select Slack Channel Message Received as the trigger and choose where Notis reports runs.
- 5Test with a real approval and verify the intended Docnify document is sent.
Questions about this workflow
Will every channel message send a document?
No. Tell Notis in the instruction to act only on a clear approval and to confirm the document and recipients before sending.
Does the Slack approval have to include the document ID?
The instruction can tell Notis to identify the document from the conversation and ask for confirmation when it cannot do so reliably.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docnify. A trigger fires from one place; an action lands in another.
Slack triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
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 the Docnify account.
Connect any two apps with Notis in the middle.
Slack and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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