Send new-hire paperwork from a Slack DM
Start the paperwork when the request is ready, without keeping another onboarding follow-up in your head.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Send Signature Request
Tool to create and send a new signature request with documents. Use when you need to send documents for electronic signature. The action sends emails to all specified signers with links to view and sign the documents. Supports multiple signers, CC recipients, custom fields, form fields, and various signing options. Documents can be uploaded directly or provided via publicly accessible URLs.
Why this helps
Founder-led onboarding often leaves paperwork as a manual step between several other conversations.
- Act on complete onboarding requests promptly.
- Keep document sending close to the request.
- Reduce the mental load of remembering onboarding paperwork.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dropbox Sign once through the Notis portal.
- 2Create the automation in the portal or ask Notis for it conversationally.
- 3Use one plain-language instruction to send the prepared onboarding documents only for an authorized, complete request.
- 4Pick the Slack direct message trigger and choose where run reports should appear.
- 5Test with one sample onboarding request and verify the signer and documents.
Questions about this workflow
Can it choose documents based on the role?
Describe the approved document choice in the plain-language instruction and ensure those documents are available to Dropbox Sign.
Will it send on an incomplete DM?
The instruction can direct Notis to ask for missing details rather than send until the request is complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dropbox sign. A trigger fires from one place; an action lands in another.
Slack triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
Slack and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox sign.