Update signing recipients from Slack corrections
Keep a corrected signer name, email, or signing order from getting stranded in a Slack thread.
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
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Why this helps
Recipient corrections often arrive in conversation, then need to be re-entered in another tool before signing can continue.
- Carry an explicit correction into the relevant agreement.
- Avoid retyping recipient updates from a Slack conversation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documenso to Notis once in the portal.
- 2Create an automation or ask Notis conversationally to update the named document recipient when an authorized Slack correction arrives.
- 3Choose the Slack channel message trigger and a channel for run reports.
- 4Test with one real correction and check the recipient details in Documenso.
Questions about this workflow
Can this update any recipient mentioned in Slack?
The prompt should define which messages are authorized and how to identify the intended document and recipient.
What recipient details can be changed?
The available action can update recipient name, email, role, signing order, and authentication options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Documenso. A trigger fires from one place; an action lands in another.
Slack triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Slack and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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