Bring related documents together for signing
Reduce repeated document setup by combining the specific templates the team has chosen to send together.
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
Merge Templates
Tool to merge multiple templates into one with a new name. use when you have multiple template ids and want to combine them into a single document.
Why this helps
Sending related documents separately can create extra review and signing steps to track.
- Combines agreed documents into one template.
- Simplifies the document setup for a related set of agreements.
- Makes a bundle easier to reuse when the same combination recurs.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docuseal to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally for this workflow.
- 3Describe in one plain-language instruction which template identifiers to merge and the agreed new name.
- 4Choose the Slack channel-message trigger and a channel for run reports.
- 5Test with designated templates and check that the merged template has the expected name.
Questions about this workflow
What should the team specify?
Identify every template to merge and provide a clear name for the result.
Does this send the merged document for signatures?
No. It creates a merged template; sending is a separate step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docuseal. A trigger fires from one place; an action lands in another.
Slack triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Slack and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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