Start the day with a clear Eversign document view
Bring current document work into view before the day's conversations take over.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents for a business. use when you need to retrieve documents with optional filters after setting business id in query params.
Why this helps
Signing follow-up can disappear under new priorities when there is no regular queue review.
- Create a steady daily view of Eversign documents.
- Make follow-up planning easier at the start of the day.
- Reduce reliance on remembering which agreements need attention.
Setup
Build it in a few focused steps.
- 1Connect Eversign to Notis once in the portal; connect Slack if you want run reports there.
- 2Create an automation in the portal or ask Notis to list Eversign documents every day.
- 3Use one plain-language instruction to retrieve documents for the intended business and summarize items for review.
- 4Choose a daily schedule and a channel for run reports.
- 5Review the first run and confirm the documents are relevant to your team's queue.
Questions about this workflow
Does this contact signers automatically?
No. It provides a list for your team to review and plan follow-up.
Can I limit it to one Eversign business?
Specify the intended business in the plain-language instruction and verify that the first result is scoped correctly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Eversign. A trigger fires from one place; an action lands in another.
Slack triggers
Eversign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Document Audit Log
Tool to retrieve the audit log for a document. use after obtaining the document hash to view its full event history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document for signature. use after finalizing document details and signer list.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Template
Tool to create a new template. use when you need to programmatically set up reusable document templates after confirming your business settings.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Document or Template
Tool to delete a document or template by its hash. use when you need to permanently remove a document or template.
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 Bulk Jobs List
Tool to retrieve a list of bulk jobs for a business. use when you need to view or paginate existing bulk jobs.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Businesses
Tool to retrieve a list of businesses associated with your account. use when you need to fetch all businesses available to the authenticated user.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Documents
Tool to list documents for a business. use when you need to retrieve documents with optional filters after setting business id in query params.
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 list templates for a business with optional pagination. use when you need to retrieve a paginated list of templates.
Connect any two apps with Notis in the middle.
Slack and Eversign, 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 Eversign.