All Slack integrationsIntegration

Slack and DocuSign

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

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Slack steps
85
DocuSign steps
10
template
1

Ideas for Slack and DocuSign

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew messageThenCreate draft envelope
  • WhenEnvelope completedThenSend message to channel
  • WhenChannel createdThenSend envelope
  • WhenEnvelope completedThenSend direct message
  • WhenNew command in channelThenSend from template
  • WhenEnvelope completedThenCreate channel

Templates that use Slack and DocuSign

File signed contracts

When a DocuSign envelope is fully signed, saves the PDF to Drive, lists it in a sheet and tells the team.

What each app adds

Slack

Triggers

  • New messageRuns when a new message is posted in a Slack channel.
  • Channel createdRuns when a new Slack channel is created.
  • New command in channelRuns when a message in a Slack channel starts with a command word.
  • New mention in channelRuns when someone is mentioned in a Slack channel.
  • Reaction added to messageRuns when an emoji reaction is added to a Slack message.
  • Reaction removed from messageRuns when an emoji reaction is removed from a Slack message.

Actions

  • Send message to channelSend a message to a public or private Slack channel.
  • Send direct messageSend a direct message to a member.
  • List channelsList the Slack channels you can access, optionally hiding archived ones.
  • Create channelCreate a new public or private Slack channel.
  • Archive channelArchive a Slack channel.
  • Schedule messageSchedule a message to be posted at a future time.
See all 85 on the Slack page

DocuSign

Triggers

  • Envelope completedRuns when everyone has signed an envelope, with its ID and subject, ready for 'Download signed documents'. Envelopes already completed when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

  • List envelopesList the documents you have sent for signature (DocuSign calls these envelopes), newest first. You can narrow the list by status or start date.
  • Create draft envelopePrepare a draft envelope with your documents and signers. The draft is not sent yet; use 'Send envelope' when it is ready.
  • Send envelopeSend a draft envelope to its recipients for signature.
  • Get envelope statusCheck where an envelope is in the signing process (for example sent, delivered, or completed).
  • Void envelopeCancel an envelope that has already been sent so it can no longer be signed. You must give a reason.
  • List templatesList the reusable envelope templates in your DocuSign account, optionally filtered by name.
See all 10 on the DocuSign page

How to connect Slack and DocuSign

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Slack and DocuSign

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Slack and DocuSign

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 79 actions and 6 triggers in Slack, and 9 actions and 1 trigger in DocuSign.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Slack and DocuSign.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

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