Connect Xodo Sign and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a message as a thread
Retrieve a message from a channel using messageTs
Add Reminder
Create Channel
Set channel topic
Send Private Channel Message
Create Private Channel
Retrieve Thread Message
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Message by Timestamp
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Id
Get User Information by Email
Get User Complete Profile Details by ID
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
New Message on a Channel
Triggers when new message was sent in a channel
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when a new messages on channels is posted and reaction added to that.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Send Message
Send a message on a channel.
Set Status
Set your Slack status to the given text and emoji.
Send Interactive messages
This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action
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Frequently Asked Questions
To start, connect both your Xodo Sign and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Slack (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Slack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xodo Sign and Slack. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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