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Certyneo
Slack

Connect Certyneo and Slack

Explore ready-made Certyneo and Slack templates and start automating in minutes.

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Create a custom workflow

Integrate Certyneo with Slack and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Certyneo
Trigger: Watch envelope completed
Slack
Action: Select an action
1. Select a trigger

  • Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.

  • Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.

  • Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.

  • Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).

  • Triggers when a sender resubmits an envelope after it was returned for correction.

  • Triggers when a recipient returns the envelope to the sender for correction, before it is completed.

  • Triggers when an envelope is sent to its recipients (status moves from DRAFT to SENT).

  • Triggers when the sender cancels an envelope before it is completed (status moves to VOIDED). Every pending signing link stops working.

  • Triggers when a recipient with the Approver role approves the envelope, before it is completed.

  • Triggers each time an individual recipient signs, before the envelope is completed. Fires once per signer.

  • Triggers when a recipient opens and views the envelope, before it is completed.

2. Select an action

  • Adds a reaction to a message.

  • Adds a star to a channel.

  • Archives a channel.

  • Creates a channel.

  • Creates a reminder.

  • Deletes a file.

  • Removes a message.

  • Edits a message.

  • Returns details about a channel.

  • Returns details about a file.

  • Returns a message with a given ID from a specified private channel.

  • Returns a message with a given ID from a specified public channel.

  • Returns details about a member of a workspace.

  • Invites 1-30 users to a public or private channel.

  • Joins to an existing channel.

  • Removes a user from a channel.

  • Leaves a channel.

  • Performs an arbitrary authorized API call.

  • Pins a message to a channel.

  • Removes a reaction from a message.

  • Removes a star from a channel.

  • Removes a saved item.

  • Adds an Item to saved items.

  • Schedules a message to be sent to a channel.

  • Sends a file message.

  • Sends a message.

  • Update a user's current status.

  • Changes the purpose of a channel.

  • Changes the topic of a channel.

  • Unarchives a channel.

  • Unpins a message from a channel.

  • Creates or uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Certyneo and Slack.

Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Archive a Channel
Archives a channel.
Action
Create a Channel
Creates a channel.
Action
Create a Reminder
Creates a reminder.
Action
Create an envelope
Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.
Action
Delete a File
Deletes a file.
Action
Delete a Message
Removes a message.
Action
Edit a Message
Edits a message.
Action
Load more

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.