Find agreements that need review from Slack
Keep a document review request moving by finding the matching Documenso record from the conversation.
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
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Review requests often arrive without a direct link, leaving someone to search for the document before they can begin.
- Get matching document records from the review conversation.
- Reduce manual searching before the review can start.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documenso to Notis once in the portal.
- 2Create an automation or ask Notis to find matching Documenso documents when a Slack review request identifies an agreement.
- 3Choose the Slack channel message trigger and a channel for run reports.
- 4Test with one real review request and check the returned records.
Questions about this workflow
Does this perform the review?
No. It finds matching documents so the team can review them.
What should a request include?
Give the prompt enough context to identify the intended agreement, such as its name or other distinguishing details.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Template
Tool to delete a template by ID.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Template
Tool to fetch a template by ID.
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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No card. Works with personal or business Documenso.