How to Get Notifications in Slack for New Dropbox Sign Signature Requests Using Pabbly Connect

Learn how to automate Slack notifications for new Dropbox Sign signature requests using Pabbly Connect. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Dropbox Sign and Slack Integration

To automate Slack notifications for new Dropbox Sign signature requests, you first need to set up Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. Start by signing up for a free account on the Pabbly Connect website, where you will receive free automation tasks every month to test your setups.

Once signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button, and name your workflow something descriptive, such as ‘Dropbox Sign to Slack Integration’. This naming helps in identifying your automation later on. After naming, click the ‘Create’ button to proceed.

2. Configuring Dropbox Sign as Trigger in Pabbly Connect

The next step is to configure Dropbox Sign as the trigger application. In your workflow, you will see options for trigger and action modules. Search for and select ‘Dropbox Sign’ as your trigger application. The event that will trigger this automation is when a signature request is signed. using Pabbly Connect

• Select ‘Web Configuration’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter the API key from your Dropbox Sign account.

To find your API key, go to your Dropbox Sign dashboard, navigate to the Integrations tab, and click on the API section. Here, generate a new key if you haven’t already. Copy this key and paste it into the Pabbly Connect connection field, then save to establish the connection.

3. Testing the Dropbox Sign Trigger in Pabbly Connect

After successfully connecting Dropbox Sign, it’s time to test the trigger. To do this, manually send a signature request from your Dropbox Sign account. Upload a document, enter the recipient’s email, and send the request. This action will generate test data that Pabbly Connect will capture. using Pabbly Connect

Once the recipient receives the signature request, go back to your Pabbly Connect workflow and click on the ‘Save and Send Test Request’ button. This will initiate the waiting status for a response from Dropbox Sign. After the document is signed, the response containing details about the signing event will be displayed in your workflow.

4. Setting Up Slack as Action in Pabbly Connect

With the Dropbox Sign trigger tested and confirmed, the next step is to set up Slack as the action application. Click on the plus icon in your workflow to add a new action. Search for and select ‘Slack’ as your action application. Choose the action event as ‘Send Channel Message’. using Pabbly Connect

• Connect to Slack using either a user or bot token type.
• Authorize Pabbly Connect to access your Slack account.
• Select the channel where notifications will be sent.

After selecting your channel, craft the message that will be sent to your team. Make sure to include dynamic fields from your Dropbox Sign trigger, such as the request title and signer details. This ensures that your team receives relevant information with every notification.

5. Finalizing and Activating the Workflow

Before finalizing your workflow, apply a filter condition to ensure notifications are only sent when a signature request is signed. Add a filter step in your workflow, selecting the event type label and setting it to ‘signature request signed’. This step prevents unnecessary notifications for other events. using Pabbly Connect

Once the filter is set, save the workflow and perform a final test by clicking the ‘Save and Send Test Request’ button in the Slack action. Check your specified Slack channel to confirm that the message is received correctly. If everything is set up properly, your automation is now complete and will run in the background.

Conclusion

By using Pabbly Connect, you can efficiently automate notifications in Slack for new Dropbox Sign signature requests. This integration streamlines communication and keeps your team informed without manual intervention. Set this up today to enhance your workflow!