Getting notified in Slack for new HelloSign signature requests
If you want to receive slack notifications for your HelloSign signature requests, you can do that using Zapier.
You will need:
To connect your HelloSign account to Zapier, you must have an active HelloSign API account, and you will need at least one active template set up. For more on getting started with HelloSign, including information on how to create a new template, start here. To learn more about getting started with HelloSign on Zapier, check here.
To link your HelloSign account to Slack, you must have an active Slack account. You may want to familiarize yourself with Slack formatting in advance. You can learn more about getting started with Slack on Zapier, go here.
Click here to Get notified in Slack for new HelloSign signature requests.
- Choose your HelloSign account from the list of accounts, or connect a new account.
- Choose your Slack account from the list of accounts, or connect a new account.
- Type a channel to broadcast the message to, via the Slackbot. You may select your own or someone else’s username instead of a channel. This will send the message directly to this user instead of a channel broadcast. Then, type the message text that you wish sent whenever a new mention has been found. HelloSign fields can be inserted as part of this message.
- Click Save + Finish.
Now test the Zap to make sure it works. Once you’re satisfied with the results, your new signature requests in HelloSign will automatically send a slack message to the recipient you designated.
Note: if you ever want to change this HelloSign and Slack integration, just go to your Zapier dashboard and tweak anything you’d like.