Move agreements to the right team from Slack
When ownership changes, turn the team's explicit Slack handoff into a Documenso move.
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
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Why this helps
A document can stay in the wrong workspace after ownership shifts, making it harder for the right people to manage.
- Apply a clear ownership handoff while its context is available.
- Help keep agreements with the team responsible for their next step.
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 move the identified document when a Slack message explicitly confirms the destination team.
- 3Choose the Slack channel message trigger and a channel for run reports.
- 4Test with one real handoff and verify the document's team.
Questions about this workflow
Does this change a signer?
No. It moves a document to a team. Recipient changes use a separate action.
Should tentative ownership discussions trigger it?
Use a prompt that requires an explicit confirmed handoff and a clearly identified destination.
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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