Integrate DocuSign with Slack Using Pabbly Connect: A Step-by-Step Guide

Learn how to send Slack messages automatically when a DocuSign document is sent, delivered, or completed using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send messages on Slack when a DocuSign document is sent, delivered, or completed, you need to access Pabbly Connect. First, open your web browser and navigate to the Pabbly website.

If you already have an account, simply sign in. If not, you can sign up for free, which only takes a couple of minutes. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see the option to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear asking you to name your workflow.

• Name your workflow, for example, ‘Send Slack Messages for DocuSign Events’.
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger application will be DocuSign, and the Action application will be Slack, allowing you to automate notifications seamlessly using Pabbly Connect.

3. Setting Up the Trigger with DocuSign

To set up the trigger in Pabbly Connect, select DocuSign as your trigger application. Next, configure the trigger event by selecting ‘Configure Webhooks’ from the dropdown menu.

Now, copy the webhook URL provided by Pabbly Connect and navigate to your DocuSign account. In DocuSign, go to the settings, scroll down to the integration section, and click on ‘Connect’. Here you will add the configuration for the webhook.

• Click on the ‘Add Configuration’ button.
• Name your configuration, for example, ‘DocuSign to Slack’.
• Paste the copied webhook URL into the designated field.

After completing these steps, your DocuSign account will send updates to Pabbly Connect whenever a document is sent, delivered, or completed, allowing for real-time communication with Slack.

4. Setting Up the Action with Slack

Next, in Pabbly Connect, set up the action application by selecting Slack. For the action event, choose ‘Send Channel Message’. This will allow you to send messages to a specific Slack channel when a DocuSign event occurs.

To connect Slack with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log into your Slack account and authorize the connection. Once connected, select the channel where you want to send the updates.

Choose the channel, for example, ‘DocuSign Updates’. Craft your message using the details received from DocuSign. Map the necessary fields such as status, user name, email, and document name.

This setup will ensure that every time a document is sent, delivered, or completed, your team will receive an automatic update in Slack via Pabbly Connect.

5. Testing the Integration

Once everything is set up, it’s crucial to test the integration. Send a document through DocuSign to see if the message appears in your Slack channel. After sending the document, return to Pabbly Connect and check for the webhook response.

If the response shows the document details correctly, your integration is working. You should see a message in Slack confirming the document’s status. This confirms that your setup is successful, and you can notify your team automatically.

To further test, complete the document in DocuSign and observe if the status updates in Slack. This ensures that Pabbly Connect is effectively managing the communication between DocuSign and Slack for all relevant document events.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send Slack messages automatically when a DocuSign document is sent, delivered, or completed. By following these steps, you can keep your team updated seamlessly and efficiently.

With Pabbly Connect, you can automate various workflows, enhancing productivity and communication within your organization.