Automate Slack Messages for Signed Documents in BunnyDoc Using Pabbly Connect

Learn how to automate sending Slack channel messages for signed documents in BunnyDoc using Pabbly Connect. Follow this step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of sending a Slack channel message for a signed document in BunnyDoc, you need to access Pabbly Connect. As an existing user, you can sign in, or new users can click the ‘Sign Up for Free’ button for 100 free tasks monthly.

Once signed in, you will be directed to the all applications page of Pabbly Connect. Click on the ‘Access Now’ button to reach your dashboard, where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, to create a workflow, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. In the dialog box that appears, name your workflow something descriptive, such as ‘Send Slack Channel Message for Signed Document in BunnyDoc Automatically’.

You can organize your workflow by saving it in a folder, such as ‘BunnyDoc Slack Automation’. After naming and selecting your folder, click on ‘Create’ to proceed to the next step.

3. Setting Trigger and Action for Automation

In this step, you will set up the trigger and action for your automation in Pabbly Connect. The trigger application will be BunnyDoc, and the trigger event will be ‘Signature Request Signed’. This event will activate the workflow whenever a document is signed.

Next, set Slack as your action application. Select the action event as ‘Send Channel Message’. This configuration ensures that when a document is signed in BunnyDoc, a message will be sent to a specified Slack channel.

4. Connecting BunnyDoc to Pabbly Connect

To establish a connection between BunnyDoc and Pabbly Connect, click on ‘Connect’ in the trigger setup. You will need to enter your API key from your BunnyDoc account. To obtain this key, navigate to your BunnyDoc account settings, go to the API section, and create a new API key.

After copying your API key, return to Pabbly Connect, paste the key, and click on ‘Save’. Once the connection is established successfully, you can proceed to test the connection by clicking ‘Save and Send Test Request’.

• Navigate to BunnyDoc settings and create an API key.
• Copy the API key and paste it into Pabbly Connect.
• Click ‘Save’ to establish the connection.

Ensure that the connection is successful before proceeding to the next steps.

5. Sending Slack Channel Message

After successfully capturing the signed document details in Pabbly Connect, you will now set up the Slack connection. Click on ‘Connect’ again, this time for Slack. Select ‘User’ as the token type and click ‘Save’. You will need to authorize Pabbly Connect to access your Slack workspace.

Once authorized, you can select the specific Slack channel where you want to send the message, such as ‘BunnyDoc Sign Documents’. Frame your message using the mapped data from the previous response, which includes the signer’s name and email address. This mapping ensures that each message is personalized based on the signer.

• Select your Slack channel from the dropdown menu.
• Map the signer’s name and email in the message template.
• Click ‘Save and Send Test Request’ to check if the message is sent successfully.

After testing, check your Slack channel to confirm that the message has been sent. This completes the automation process where a Slack message is sent automatically whenever a document is signed in BunnyDoc.

Conclusion

This tutorial demonstrates how to automate sending a Slack channel message for signed documents in BunnyDoc using Pabbly Connect. By following these steps, you can streamline your workflow and ensure your team is notified immediately upon document signing.