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Docusign
Slack

Connect DocuSign and Slack integrations

Optimize your workflow with real-time notifications, collaboration, and centralized communication by integrating DocuSign with Slack using Make. Elevate accountability and streamline your tasks effortlessly.

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Create a custom workflow

Effortlessly integrate DocuSign and Slack with Make to revolutionize your workflow, automate e-signature processes, and receive real-time updates that boost productivity and minimize errors. Transform your team dynamics today.

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.

Docusign
Trigger: [Deprecated] Watch Events
Slack
Action: Select an action
1. Select a trigger

  • Triggers when an envelope or recipient status is changed.

  • Sent after a recipient accepts an elastic template.

  • Sent after a recipient declines an elastic template.

  • Triggers when one of the selected events are fired in Docusign

  • Triggers when an envelope has been completed.

  • The envelope has been completed by all the recipients.

  • Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.

  • This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.

  • The envelope has been declined by one of the recipients.

  • This event is sent after an already-sent envelope is deleted, opens in new window.

  • This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.

  • Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.

  • Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.

  • Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.

  • This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.

  • The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.

  • Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM plans.

  • Triggers when a new document is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new user is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new workspace is created. Only available for Docusign IAM Plans.

  • Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

  • Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.

  • Sent when the recipient declines to sign the document(s) in the envelope.

  • Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.

  • Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.

  • Sent when the recipient selects Finish Later on an envelope.

  • Sent when the envelope is reassigned by a recipient within the UI.

  • Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.

  • This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

  • Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.

  • Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.

  • Sent when a template is modified within the UI or via the Templates:update API call.

  • Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM plans.

  • Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.

  • Triggers when a Worflow Builder workflow fails. Only available for Docusign IAM Plans.

  • Triggers when a Workflow Builder workflow started. Only available for Docusign IAM Plans.

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

Effortlessly integrate Slack and DocuSign to revolutionize your workflow with Make. Automate Slack's e-signature processes, using Slack to trigger contract finalizations or document signings, and instantly update your team within DocuSign through real-time notifications. This seamless integration boosts productivity and minimizes errors and delays associated with manual processes. Experience the power of automated workflows and transform the way you work by integrating Slack as a trigger and DocuSign as an action today!

[Deprecated] Watch Events
Triggers when an envelope or recipient status is changed.
Trigger
Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Add document to Workspace (for IAM Plans)
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Action
Add to Bulk Send List
Adds a recipient to the bulk send list
Action
Add User to Workspace (for IAM Plans)
Adds a user to a workspace. Only available for Docusign IAM Plans.
Action
Archive a Channel
Archives a channel.
Action
Bulk Send Envelope from Template
Sends envelopes based on a template to multiple recipients using a bulk send list.
Action
Cancel Workflow Instance (for IAM Plans)
Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.
Action
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How to set up Docusign and Slack in 5 easy steps

Date

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Duration

Step 1

Log into Make

Start by logging into your Make account.

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Step 2

Add DocuSign

Add DocuSign to your project in Make.

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Duration

Step 3

Create DocuSign Connection

Set up the connection by clicking 'Create a connection' and follow the steps to link your DocuSign account.

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Step 4

Add Slack

Add Slack to your project in Make.

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Step 5

Create Slack Connection

Establish the connection by clicking 'Create a connection' and follow the prompts to link your Slack workspace.

Top Benefits of Integrating DocuSign and Slack for Seamless Workflows

Integrating DocuSign and Slack using Make offers real-time notifications, enhances team collaboration, streamlines workflow automation, boosts accountability, and centralizes communication.

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Real-time Notifications

Receive immediate updates in Slack whenever a DocuSign envelope status changes.

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Enhanced Team Collaboration

Improve team coordination by sharing DocuSign status updates directly in Slack channels.

Date

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Streamlined Workflow Automation

Automate redundant tasks by linking DocuSign events to Slack notifications using Make.

Date

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Increased Accountability

Boost accountability by ensuring everyone is informed of document status changes instantly.

Popular Docusign and Slack workflows

Connect Docusign and Slack with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

Communication

Send a Slack message from DocuSign envelope status change

Every time a new event occurs in DocuSign, a Slack message will be sent immediately.

Send a Slack message from DocuSign envelope status change
Use template

Support

FAQs

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

Integrating DocuSign with Slack using Make allows users to automate document workflow and receive real-time notifications. For example, you can get instant Slack notifications when a document is signed or scheduled in DocuSign, streamlining your workflow and improving efficiency.

Setting up the integration between DocuSign and Slack using Make is straightforward and user-friendly. Make offers a visual, drag-and-drop interface where users can connect apps without needing extensive coding skills. The platform provides pre-built templates and customizable workflows to simplify the setup process.

Yes, Make enables you to automate a variety of specific tasks and actions between DocuSign and Slack. For instance, you can automatically create a Slack channel for each new document requiring signatures, or send reminders to signers directly in Slack, significantly reducing manual effort and errors.

Absolutely, integrating DocuSign and Slack through Make enhances team collaboration by centralizing document management and communication. Team members can quickly access document status updates, share important documents, and coordinate tasks all within Slack, leading to more cohesive and efficient teamwork.