Find Eversign documents without leaving Slack
Bring a document lookup into a private request instead of starting a separate search.
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
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
Switching between a private request and a document system can break focus and slow down simple lookups.
- Start a document lookup from a direct message.
- Keep the business context close to the request.
- Get a document list through Notis without hunting through another interface.
Setup
Build it in a few focused steps.
- 1Connect Slack and Eversign to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to find documents from a DM request.
- 3Write one plain-language instruction asking for the relevant business context and a document list when the lookup request is clear.
- 4Select Slack's Direct Message Received trigger and choose a channel for run reports.
- 5Test from a real Slack DM and check that the result is for the intended business.
Questions about this workflow
Does the direct-message trigger match messages in channels?
No. This workflow uses the Direct Message Received trigger, which catches DMs across Slack DM channels.
Does this retrieve the signed file?
No. The selected action lists documents. It does not fetch signed files.
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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