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Notis

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Tool to create a new document for signature. use after finalizing document details and signer list.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Template

Tool to create a new template. use when you need to programmatically set up reusable document templates after confirming your business settings.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

List Templates

Tool to list templates for a business with optional pagination. use when you need to retrieve a paginated list of templates.

ActionInstant

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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