Create Documenso agreements from deal channels
Start the agreement while the deal context is still fresh in Slack.
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
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Deal teams re-enter recipients and template choices after the initial Slack discussion.
- Captures deal context early
- Standardizes agreement creation
- Reduces duplicate recipient entry
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Documenso in Notis once.
- 2Create an automation that creates a document from the named template using the deal details in the channel message.
- 3Pick Channel Message Received as the trigger.
- 4Choose a report channel and test with one real deal request.
Questions about this workflow
Can it include multiple recipients?
Yes. Include each recipient and any required signing order in the instruction.
Does this distribute the agreement?
It creates the document from the template. Add a separate distribution instruction when it is ready to send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Documenso. A trigger fires from one place; an action lands in another.
Slackbot triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Template
Tool to delete a template by ID.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Slackbot and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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