How to Send Slack Channel Messages for Completed SignWell Documents Using Pabbly Connect

Learn how to automate Slack notifications for completed SignWell documents using Pabbly Connect. 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. Setting Up Pabbly Connect for Slack and SignWell Integration

To send Slack channel messages for completed SignWell documents, you first need to set up Pabbly Connect. Begin by signing up for a free account on the Pabbly Connect landing page. This platform allows you to automate workflows without any coding.

After signing up, log in and select Pabbly Connect from your dashboard. Click on the ‘Create Workflow’ button to get started. You can name your workflow something like ‘SignWell to Slack Notifications’ and then click on ‘Create’ to proceed.

2. Configuring the Trigger with SignWell

In this step, you will set the trigger application to SignWell using Pabbly Connect. Search for SignWell and select it as the trigger application. The trigger event will be ‘Event Capture,’ which captures data when a document is signed.

• Select ‘Add New Connection’ to connect your SignWell account.
• Enter your SignWell API key and domain address.
• Ensure the domain does not have a trailing slash.

Once connected, you will receive data whenever a document is sent, viewed, or signed. For this automation, we only want to capture the event when the document is completed.

3. Applying Filters in Pabbly Connect

After setting up the trigger, you will need to apply a filter in Pabbly Connect. This filter ensures that only completed document statuses will send notifications to Slack. Choose the ‘Filter’ option from the next step.

• Select the event type label from the previous trigger data.
• Set the filter type to ‘Equals’ and input the value as ‘document_signed’.

Once the filter is configured, click on ‘Save and Send Test Request’ to verify if the condition is true. This step ensures that notifications are only sent when a document is signed.

4. Sending Notifications to Slack

Now, it’s time to set up the action to send messages to Slack using Pabbly Connect. Click on the plus icon to add a new action step and select Slack as the application. Choose the action event ‘Send Channel Message’.

Connect your Slack account by selecting ‘Add New Connection’. You will need to provide a token type, either user or bot. Click on ‘Connect with Slack’ and follow the prompts to allow access to your Slack workspace.

5. Finalizing the Workflow and Testing

After setting up the Slack action, you can customize your message. For example, type a message like ‘Hello team, our client has just signed our SignWell document. The details are as follows: [Document Name], [Client Name], [Client Email].’ Use the mapping feature to insert dynamic data from the trigger. using Pabbly Connect

Once your message is set, click on ‘Save and Send Test Request’ to test if the message is sent to the selected Slack channel. Check your Slack channel for confirmation that the message has been received. If everything is set up correctly, your team will receive automatic notifications whenever a document is completed.

Conclusion

In this tutorial, we explored how to automate Slack notifications for completed SignWell documents using Pabbly Connect. By following these steps, you can enhance your team’s communication and streamline your document workflows effectively.