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Slack + Xodo Sign

Send private channel messages in Slack for newly completed documents in Xodo Sign

Efficiently keep your team updated on crucial documents with this seamless workflow. When a document is completed in Xodo Sign, a private channel message is sent in Slack, ensuring that relevant team members are immediately informed. This automation helps streamline communication, making sure nothing slips through the cracks and allowing your team to stay focused on important tasks.

Efficiently keep your team updated on crucial documents with this seamless workflow. When a document is completed in Xodo Sign, a private channel message is sent in Slack, ensuring that relevant team members are immediately informed. This automation helps streamline communication, making sure nothing slips through the cracks and allowing your team to stay focused on important tasks.

  1. When this happens...
    Xodo SignXodo Sign
    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Private Channel Message

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Xodo Sign triggers, actions, and search

    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company

    • Phone Number

    Action
    Write
    • Document HashRequired

    • Include audit trailRequired

    Action
    Search
  • Xodo Sign triggers, actions, and search

    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Scheduled
    Try It
    • TemplateRequired

    • Enable SMS Signer Authentication

    • Sandbox

    • Document Title

    • Message

    • Custom Requester Name

    • Custom Requester Email

    • Redirect URL After Signature

    • Embedded Signing

    • Require All Signers

    • Automatic Reminders

    Action
    Write
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
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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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  • Team Chat

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About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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