Focus a status check on the document in question
Use the document named in Slack to narrow the Docuseal submission list and make the next step clearer.
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
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
Why this helps
A broad signing queue can be hard to scan when someone only needs the status of one agreement.
- Narrows a submission lookup to the document the team is discussing.
- Makes a status review easier to scan.
- Helps reduce mental overhead when several agreements are active.
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.
- 3Use one plain-language instruction to list submissions filtered for the document named in Slack.
- 4Choose the Slack channel-message trigger and a channel for run reports.
- 5Test with a document that has known submissions and review the returned list.
Questions about this workflow
Does this identify overdue signers?
The action lists filtered submissions. It does not classify overdue status or send reminders.
What should the Slack request include?
Name the document clearly enough for Notis to apply the Docuseal document filter.
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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