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Slack
Docusign

Connect Slack and DocuSign integrations

Boost team efficiency with seamless Slack & DocuSign integration. Automate updates & streamline workflows effortlessly!

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Create a custom workflow

Effortlessly streamline your business by integrating Slack and DocuSign with Make—automate notifications, manage contracts, and ensure seamless team communication in one powerful platform.

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.

Slack
Trigger: Watch Direct Messages
Docusign
Action: Select an action
1. Select a trigger

  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

2. Select an action

  • Adds a new document to a workspace. Only available for Docusign IAM Plans.

  • Adds a recipient to the bulk send list

  • Adds a user to a workspace. Only available for Docusign IAM Plans.

  • Sends envelopes based on a template to multiple recipients using a bulk send list.

  • Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Creates a bulk send list

  • Creates an envelope using files of a selected workspace. Only available for Docusign IAM Plans.

  • Creates a long-lived pre-filled webform link (less secure, infinite duration)

  • Creates a secure Session Link for the filled webform (more secure, shorter duration)

  • Creates a signing group.

  • Creates a new template using a document.

  • Creates a new Workspace. Only available for Docusign IAM Plans.

  • Deletes a document in a workspace. Only available for Docusign IAM Plans.

  • Downloads a document from a specified envelope.

  • Gets the content of an envelope form data

  • Retrieves the overall status for the specified envelope.

  • Performs an arbitrary authorized API call.

  • Pauses a Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Restores the workspace access to a user. Only available for Docusign IAM Plans.

  • Resumes a paused Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Revokes a user's access to a workspace. Only available for Docusign IAM Plans.

  • Creates and sends an envelope using a selected template.

  • Sends an envelope with a document to be signed.

  • Tests a bulk send list

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

  • Updates a template

  • Updates a workspace user. Only available for Docusign IAM Plans.

  • Voids an envelope

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Unlock the full potential of your business processes by integrating DocuSign and Slack with Make. Imagine receiving a document to sign through Slack and automatically notifying your team on DocuSign as soon as the document is completed. Whether you're managing contracts or keeping your team informed, Make bridges the gap between DocuSign and Slack, ensuring a fluid exchange of information and tasks. Transform your business operations—try Make today and experience the power of integrating and automating DocuSign and Slack effortlessly.

[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 Slack and Docusign in 5 easy steps

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Duration

Step 1

Log In to Make

First, log in to your Make account to get started.

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Duration

Step 2

Set Up Slack Connection

Add a Slack module to your scenario and follow the prompts to create a connection by logging into your Slack account and allowing Make access.

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Duration

Step 3

Select Slack Connection Type

Choose to connect as either a Slack user or a bot, depending on what you need.

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Duration

Step 4

Set Up DocuSign Connection

Add a DocuSign module to your scenario and create a connection by logging into your DocuSign account and authorizing Make.

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Step 5

Confirm Connections

Once you've authenticated both Slack and DocuSign, your connections will be successfully established and ready for use.

Top Benefits of Integrating and Automating Slack and DocuSign

Integrating Slack and DocuSign with Make provides instant notifications, enhances team collaboration, improves workflow efficiency, enables seamless integration, and saves time through automation.

Date

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Duration

Instant Notifications

Receive immediate Slack notifications for any changes in DocuSign envelope status.

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Enhanced Collaboration

Facilitate real-time team communication by sharing DocuSign status updates through Slack channels.

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Improved Workflow Efficiency

Automate the process of alerting team members about document status changes, reducing manual follow-ups.

Date

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Duration

Seamless Integration

Combine the functionality of Slack and DocuSign to streamline document signing and tracking processes.

Popular Slack and Docusign workflows

Connect Slack and Docusign 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 Slack and DocuSign using Make allows you to streamline communication and document management. You can receive notifications in Slack when documents are signed, send reminders to sign documents directly from Slack, and automate workflows that connect your communication and documentation processes efficiently.

With Make, you can set up automated workflows such as sending a Slack message to a specific channel when a document is signed in DocuSign, automatically updating a particular document’s signing status, or reminding a user in Slack to review and sign documents. These automations save time and reduce the need for manual follow-ups.

Make offers robust features like conditional logic, real-time triggers, and multi-step workflows that enhance the integration between Slack and DocuSign. You can create complex workflows that trigger based on specific actions, such as a document status change in DocuSign, and communicate these updates in Slack instantly. The customization and flexibility Make provides ensure automation aligns perfectly with your business processes.

No, you do not need extensive technical knowledge to integrate Slack and DocuSign on Make. The platform offers user-friendly, drag-and-drop interface which simplifies the setup process. It also provides pre-built templates to help you get started quickly and easily.