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Dynamic Document API + Slack

Dynamic Document API + Slack integrations

Send Slack channel messages for new failed Dynamic Document API renders

When a document can't be generated, for example because the data is missing a field the template needs, a customer may be left waiting for an invoice that never arrives. This integration automatically posts a message to a Slack channel whenever a Dynamic Document API render fails, with the error and the render ID. Your team learns about the problem right away, without manual check-ins, and can fix the data or the template before anyone notices.

When this happens...
New Render FailedTriggers when a render failed, with the error code and message.
TriggerInstant
automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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More things you can do with Dynamic Document API and Slack

Discover other triggers and actions you can use with Dynamic Document API and Slack

- Templates
Trigger
Instant
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- Templates
- Test renders
- Renders made in Zapier
Trigger
Instant
Try It
- Template
  Required
- Items (JSON)
  Required
- Combine files
- ZIP file name
- Reference
- Metadata
- Test mode
Action
Write
- Template
  Required
- Data entry
- Format
- File name
- Reference
- Metadata
- Test mode
Action
Write
- Markdown
  Required
- CSS
- File name
- Paper size
- Orientation
- Margins
- Header (HTML)
- Footer (HTML)
- PDF/A
- Print backgrounds
- Reference
- Metadata
- Test mode
Action
Write

- URL
  Required
- Wait until
- CSS selector
- Delay (ms)
- Use screen styles
- File name
- Paper size
- Orientation
- Margins
- Header (HTML)
- Footer (HTML)
- PDF/A
- Print backgrounds
- Reference
- Metadata
- Test mode
Action
Write
- Render
  Required
Action
Write

- PDF file
- Or render
- Passphrase to open
- Owner passphrase
- Allowed
- File name
- Reference
- Metadata
- Test mode
Action
Write
- From
- To
Action
Search
- Name
  Required
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
- Include additional data
Trigger
Instant
Try It
- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Include additional data
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Guidance_copy
- Username
  Required
- Return Raw Results?
Action
Search

- Templates
- Test renders
- Renders made in Zapier
Trigger
Instant
Try It
New Template Version Published
Triggers when a template gets a new live version (published or rolled back) in the dashboard.
Trigger
Polling
Try It
- Profile
  Required
- Syntax
- Invoice (JSON)
  Required
- File name
- Reference
- Metadata
- Test mode
Action
Write
- HTML
  Required
- CSS
- File name
- Paper size
- Orientation
- Margins
- Header (HTML)
- Footer (HTML)
- PDF/A
- Print backgrounds
- Reference
- Metadata
- Test mode
Action
Write
- Template
  Required
- Data entry
- File name
- Paper size
- Orientation
- Margins
- Header (HTML)
- Footer (HTML)
- PDF/A
- Print backgrounds
- Embed e-invoice
- Invoice in the data
- Invoice (JSON)
- Reference
- Metadata
- Test mode
Action
Write
- Signed link
  Required
- File name
- Valid until
Action
Write
- PDF files
- Renders
- Bookmarks
- File name
- Reference
- Metadata
- Test mode
Action
Write
- Render
  Required
Action
Write
- Render
- Reference
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
- Reacted message detail
- Include additional data
Trigger
Instant
Try It
- Automation Identifier
- Access type
- Include additional data
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Guidance_copy
- Full Name
  Required
- Return Raw Results?
Action
Search

About Dynamic Document API

Dynamic Document API is a document generation API that turns templates and data into PDFs, images and e-invoices, and merges, splits or protects PDFs.

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Beta

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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