How to automatically send a message to a channel in Slack every time an envelope is signed in Signeasy

Relay.app is an automation tool that lets you automate actions across Slack, Signeasy, and many other apps. In this guide, we'll show you how to automatically send to channel in Slack for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Slack
Trigger
Last triggered
Signeasy logoEnvelope signed
Slack logoSend to channel
1

Set the Signeasy trigger as “Envelope signed”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed in Signeasy. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy. This will allow your playbook to automatically identify newly signed envelopes and trigger necessary actions.

If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Send message” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates every time an envelope is signed in Signeasy.

Select "Add Step" and then find the "Send message" automation for Slack. Enter all the required details, including the sender's name, the Slack channel for updates, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a message to a channel in Slack every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

More how-to guides featuring Slack and Signeasy

See all how-to guides ➔

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Background imageBackground image