Get document details when a question comes up
A document question in Slack can trigger a direct metadata lookup, so the relevant details are easier to review in context.
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
Get Document Information
Tool to retrieve document metadata by ID. Use when you need detailed information of a specific document after obtaining its ID.
Why this helps
Small questions about a document trigger a separate search and leave the original conversation waiting for a reply.
- Starts the lookup at the moment the question appears.
- Cuts down on manual searching across documents.
- Keeps document checks specific to the active conversation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Ignisign to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to retrieve details for the identified Ignisign document when a Slack channel asks for them.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test with a real question about an existing document and review the returned information.
Questions about this workflow
Does this retrieve the document file?
No. It retrieves document metadata. Use a document download action when the file itself is needed.
What helps it find the right document?
Include a clear reference to the document in the Slack message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Ignisign. A trigger fires from one place; an action lands in another.
Slack triggers
Ignisign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Ignisign API Authentication
Tool to authenticate an application over Ignisign API and retrieve a JWT. Use when obtaining a bearer token before making other API calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cancel Signature Request
Tool to cancel a signature request. Use after identifying the signature request to abort.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Initialize Document
Tool to initialize a document for a signature request. Use when linking a new document to an existing signature request after creating that request.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Signer
Tool to create a new signer. Use when onboarding a signer to an application environment after selecting a signer profile.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Webhook Endpoint
Tool to create a new webhook endpoint for an application. Use after obtaining application ID and environment to register for event notifications.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Document
Tool to delete a specific document by its ID. Use when you need to permanently remove a document after processing is complete.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Ignisign Signature Request
Tool to delete a signature request. Use when you need to permanently remove a signature request by its ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Signer
Tool to delete a signer. Use when you need to remove a signer from a specific application environment after confirming signer ID.
Connect any two apps with Notis in the middle.
Slack and Ignisign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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