Check document options while planning a renewal
Get a list of available Flexisign templates when renewal planning starts, before you move on to preparing documents.
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
Renewal planning is easy to fragment when each document check becomes a separate task.
- Make a template check part of the renewal conversation.
- See available options before preparing paperwork.
- Reduce follow-up work caused by a forgotten lookup.
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 retrieve Flexisign templates for renewal-document questions.
- 3Choose Channel Message Received and pick where run reports should appear.
- 4Test by posting a real renewal template question in Slack.
Questions about this workflow
Does this send renewal paperwork?
No. The action only retrieves the available template list.
Can I keep the result with my renewal channel?
Select an appropriate run-report channel when you create the automation.
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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