Turn an approved document pattern into a template
Save a repeatable agreement process once the team has settled on the right version.
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
Create Template
Tool to create a new template. use when you need to programmatically set up reusable document templates after confirming your business settings.
Why this helps
Teams can keep recreating the same document when a proven format never makes it into a reusable template.
- Capture a team decision to make a document reusable.
- Reduce repeated setup for recurring agreements.
- Keep template creation tied to confirmed business settings and details.
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 to create templates from clear Slack approvals.
- 3Use one plain-language instruction requiring approval, the intended reusable document, and confirmed business settings before creating a template.
- 4Select Slack's Channel Message Received trigger and choose a channel for run reports.
- 5Test with one approved template request and confirm the resulting template is correct.
Questions about this workflow
Will any approved document become a template?
The instruction should require that the team explicitly approves making it reusable and has confirmed the setup details.
Can this action configure unknown business settings?
No. Confirm the relevant business settings and template details before asking Notis to create the template.
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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