Check purchase order template options in Slack
When a purchasing conversation calls for a document check, get the Flexisign template list without leaving the channel.
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
Operational requests lose momentum when the template search becomes a separate manual task.
- Keep purchasing discussions moving toward a next step.
- Give the team a shared view of available templates.
- Reduce time spent looking through document tools.
Setup
Build it in a few focused steps.
- 1Connect Slack and Flexisign to Notis once in the portal.
- 2Create an automation with a plain-language instruction to list Flexisign templates when purchase-order signing options are requested.
- 3Choose Channel Message Received and select a run-report channel.
- 4Test with a real Slack question about purchase-order templates.
Questions about this workflow
Will this create a purchase order?
No. The only configured Flexisign action retrieves templates.
Can it initiate an approval?
No. It provides an inventory of available templates for your review.
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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