Connect DocSend and Slack to unlock the power of automation

To set up the integration, you'll need to connect both your DocSend and Slack accounts through our platform. Once connected, you can create workflows that might involve triggers like a document being viewed in DocSend, which prompts a notification to be sent in a designated Slack channel.

We offer several triggers for DocSend, such as when a document is created, viewed, downloaded, or when specific visitor activities occur on your documents. These triggers allow you to automate actions in Slack once an event happens in DocSend.

Yes, you can customize alerts by setting specific filters and conditions within our platform. For instance, you can choose to receive notifications only when certain documents are viewed by specific email addresses or domains.

Currently, our integration primarily focuses on sending notifications from DocSend to Slack based on document-related triggers. Actions from Slack that affect DocSend aren't supported at this time.

Yes, typically you'd require administrative permissions on your Slack workspace because the integration involves altering settings and authorizing access between apps. Ensure that your role allows app installations and configurations in your team’s environment.

You can manage which notifications you receive by editing or removing the corresponding workflow within our platform. If there's a specific document you no longer want updates for, simply adjust the trigger settings related to that document’s activity.

If expected alerts are missing, check if the correct workflows are active and properly set up with appropriate triggers. Ensure both platforms have been authenticated successfully and no changes have been made to permissions or account settings.