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Apply document corrections from Slack

Move an approved document change from a Slack thread into Documenso while the decision is still in view.

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 V2

Tool to update document properties. Use after confirming the document ID is valid.

Why this helps

A small document correction can be easy to agree on and easy to forget to apply.

  • Carry a concrete, approved change into the document record.
  • Keep the team conversation and document update connected in time.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Documenso to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis in plain language to update the specified document after an authorized correction.
  • 3Choose the Slack channel message trigger and a channel for run reports.
  • 4Test with one real correction and verify the resulting document properties.

Questions about this workflow

What kind of changes does this action support?

It updates document properties after the target document has been identified and the change has been confirmed.

Should vague suggestions trigger updates?

Use a prompt that requires an explicit, authorized correction before changing document properties.

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.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Template

Tool to delete a template by ID.

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

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

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

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

Message Reaction Added

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

TriggerInstant

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

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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