Find a vendor onboarding template quickly
When vendor setup comes up in a DM, have Notis check which Flexisign templates are available before you plan the next step.
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
Small onboarding questions can turn into a context switch that derails the task at hand.
- Get a template inventory while staying in Slack.
- Make onboarding preparation more predictable.
- Reduce time spent searching for the right starting point.
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 when a DM asks about vendor onboarding paperwork.
- 3Choose Direct Message Received and select where run reports should appear.
- 4Test with a real DM asking which vendor onboarding templates are available.
Questions about this workflow
Does this start vendor onboarding?
No. It lists available templates for you to review; it does not send or complete paperwork.
Can it tell which template is legally appropriate?
The action only returns the available template list. Review the options and select the right document yourself.
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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