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

Learn how to automate Slack notifications for signed DocuSign documents using Pabbly Connect. Follow our detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you must first access Pabbly Connect. Start by visiting the Pabbly website and clicking on the ‘Connect’ option. If you are an existing user, simply sign in; if not, click on ‘Sign Up’ to create a new account. The sign-up process is quick and straightforward, taking just a couple of minutes.

Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the ‘Access Now’ button for Pabbly Connect to proceed. This platform will enable you to integrate your applications seamlessly, ensuring that every signed document in DocuSign triggers a notification in Slack.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located on the dashboard. A dialog box will appear prompting you to name your workflow. For this integration, name it ‘Send Slack Notification for Signed DocuSign Documents’ and click on ‘Create’.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Click on ‘Create’ to finalize the setup.

After creating the workflow, you will see two important sections: Trigger and Action. The trigger application here will be DocuSign, while the action application will be Slack. Click on DocuSign to proceed with setting up the trigger event.

3. Setting Up DocuSign Trigger in Pabbly Connect

To set up the trigger, select ‘Configure Webhooks’ as the trigger event for DocuSign in Pabbly Connect. You will receive a webhook URL that acts as a bridge between Pabbly Connect and DocuSign. Copy this URL as you will need it for the next steps.

Next, log in to your DocuSign account. Navigate to the ‘Settings’ section, then click on ‘Integrations’ on the left sidebar. Here, click on ‘Add Configuration’ and select ‘Custom’. Fill in the necessary details, including the status as active and pasting the copied webhook URL. This setup establishes the connection between DocuSign and Pabbly Connect.

4. Testing the Integration and Sending Notifications

After configuring the webhook in DocuSign, it’s time to test the integration. Create a new envelope in DocuSign by uploading a document to be signed. Add the recipient’s details and send the document for signing. Once the document is signed, return to Pabbly Connect to check for the webhook response.

• Upload a document to DocuSign.
• Add recipient details and send the document.
• Check the webhook response in Pabbly Connect.

You should see the details of the signed document in the webhook response. Now, set up the action application as Slack to send a notification about the signed document. This is where Pabbly Connect shines, automating the notification process for your team.

5. Sending Slack Notifications via Pabbly Connect

In this final step, select Slack as your action application in Pabbly Connect. Choose the action event as ‘Send Channel Message’. You will need to connect your Slack account by providing the necessary permissions. Once connected, select the channel where you want to send the message.

Compose the message to be sent to your Slack channel, including the details of the signed document. After configuring the message, click on ‘Save and Send Test Request’ to send a test notification. Check your Slack channel to confirm that the message has been received, indicating that the integration is successful.

Conclusion

In this tutorial, we explored how to integrate DocuSign with Slack using Pabbly Connect. By following these steps, you can automate notifications for signed documents, enhancing your team’s efficiency. This integration showcases the power of Pabbly Connect in streamlining workflows and improving communication.