Slack Notifications for Completed DocuSign Agreements

Last this week I attended the Slack Frontiers Asia Pacific event in Sydney where the focus was on the digital HQ and how Slack can integrate with thousands of Apps. Integrating with DocuSign was a common topic in many of the sessions – Slack has a DocuSign App in their App Directory which makes connecting DocuSign to Slack very simple.

I’ve written previously about connecting FileMaker and Slack for receiving notifications for incoming SMS messages with our fmSMS solution and as I saw several demonstrations of receiving a notification in Slack that a DocuSign agreement had been signed I wondered whether I could use the same approach for our fmESignature Link (DocuSign Edition) solution. I wanted a more customised notification that included a link to the Requests record in the fmESignature Link file.

I took a copy of the FileMaker script that generates and sends the notification to a Slack channel and was able to modify this and have it up and running in under 5 minutes. I simply added the Slack Notification to the existing FileMaker script that is performed when the notification is received and processed via a webhook from DocuSign.

If you’re using Slack in your organisation we think this is a great solution to generate notifications to users when incoming messages are received. As well as the Slack channel notification you can also get a notification from your operating system (e.g. macOS or iOS) when the message is posted to the Slack channel:

Here’s a screenshot showing an example of a Slack notification generated by FileMaker Server and pushed via a Slack App/bot to a Slack channel:

Here’s a short video we recorded showing this in action as a new DocuSign agreement is completed (you can also watch this on YouTube here):

If you would like to discuss adding Slack notifications for your completed DocuSign webhook notifications please get in touch for a free initial consultation to discuss your requirements.

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