Keep client agreement template checks in context
When a client conversation raises a document question, ask in Slack and get the Flexisign template inventory in the run report.
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
List Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Why this helps
Client follow-up slows down when the available agreement options are unclear and require a separate search.
- Keep document preparation connected to client-work discussion.
- Give collaborators the same template inventory.
- Move from question to informed selection with fewer steps.
Setup
Build it in a few focused steps.
- 1Connect Slack and Flexisign to Notis once in the portal.
- 2Create an automation that plainly instructs Notis to retrieve the Flexisign template list when the client-work channel asks about agreement options.
- 3Choose Channel Message Received and select a run-report channel.
- 4Test with a real agreement-template question in the relevant channel.
Questions about this workflow
Will it send an agreement to a client?
No. This workflow only retrieves available templates.
Can the channel request be a direct message?
This version uses channel messages. Create a separate workflow using the DM trigger if you want private requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Flexisign. A trigger fires from one place; an action lands in another.
Slack triggers
Flexisign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Flexisign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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