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Find a signing template without leaving Slack

Ask once in a DM and have Notis fetch your Flexisign templates, so you can choose what to send without switching apps to browse.

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 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

Opening Flexisign just to check which templates are available interrupts the task you were already doing.

  • Check available templates from your Slack routine.
  • Keep the lookup result with your automation run reports.
  • Reduce app switching before preparing a signature request.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Flexisign to Notis once in the portal.
  • 2Create an automation and describe in plain language that a DM asking for available Flexisign templates should retrieve and report the list.
  • 3Choose the Direct Message Received trigger and select a channel for run reports.
  • 4Test with a real DM asking Notis to list the templates.

Questions about this workflow

Does this send a signature request?

No. It retrieves and reports the available template list; the configured Flexisign action does not send documents.

Can I ask from a Slack DM?

Yes. The workflow starts when a new direct message is received, so describe the request in the automation prompt.

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.

TriggerScheduled

List Templates

Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.

ActionInstant

Webhook trigger

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

TriggerInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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

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

Message Reaction Added

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

TriggerInstant

Message Reaction Removed

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

TriggerInstant

Reaction Added Trigger

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

TriggerInstant

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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