Connect Xodo Sign and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Send Message
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
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Get Thread Replies
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Messages from Slack
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Email
Get User Complete Profile Details by ID
Ready to use Xodo Sign and Slack automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
New Message Arrives
Runs when new message arrives
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 new reaction is added to a message.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Send Message
Send message to channel or user
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
Know More About Xodosign and Slack Integrations
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Step by step guides to integrate Xodo Sign and Slack
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 by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn MoreAbout Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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