How to set up Contractbook automation with Slack?
Click on Automations tab from the main menu and then on the blue button Create new at the upper right-hand corner.
How can I configure the trigger event?
You will be redirected to a pop-up window where you can customize the automation's setup. To begin with, select the Contract is signed trigger from the drop-down menu. This will automatically open a configuration window to the right in which you can define which contract should start the automation. You can assign the trigger to every contract, only contracts drafted from a specific template or only a specific contract. For the most efficient automation flow, we recommend that you choose to use Every contract drafted from a specific template. This will allow you to send the automatic Slack message each time you have signed a contract from a specific template by turning it into a draft first.
After you have selected one of the three main options, you can then use the search bar to find the particular contract, draft, or template you want to base the automation flow on by name. If you have several documents sharing the same name, you can click on the small eye icon and this will directly open the particular document.
After choosing the correct file, you can proceed with choosing which signature should start the automation.
This extra configuration enables you to pick whether the trigger of the automation should be executed after each time a signature is completed by a Signee added to the contract (Every signature) or only after the last signature that defines the contract as fully signed is completed (Final signature):
Use the drop-down list to select the option which will define whether sending a Slack message related to the chosen contract should happen after each signature or only after the last one.
In our use case, we will choose the Final signature option under the automation setup and expect all required signatures to be added first, in order for the signed contract to automatically trigger the Slack message notification:
In case you choose Every signature option, you will then be able to use any Party or Signee variables to customize your Slack message in the next automation setup step and indicate whose signature in the contract has been completed.
After completing the trigger event configuration you can confirm all customizations by clicking on Save and the next step in the automation setup will be displayed.
How can I configure the action event?
This adjustment step is covering the action that the event you have just defined will generate. You can use the search bar to find the option Send a message on Slack:
A new configuration window will appear on the right side of the screen. Here you will be able to customize completely the action in Slack by first choosing the public channel or person the message will be sent to and then formatting the message.
You can search and apply any data point from the contract to be displayed along in the body text of your Slack message:
Note: You can always utilize the use of any Party or Signee variable when adding variables to the body of your new Slack notification. This can show important details to the stakeholders fetched directly from the associated with any Signee information.
You can also apply various formatting, tagging, mentioning, or adding emojis, to give your message exactly the look you want. Click on Show options below the message field in order to show the complete list of advanced options.
Once you are done, click on Save to confirm the configuration of the Slack message and then Publish in the upper right-hand corner.
You can always rename the automation as you find fit by clicking on the small pen icon next to the generic title in the upper left-hand corner:
How can I make changes to published automation?
Note: If at one point you need to make any changes to the automation flow, remember to unpublish it first, then make the needed edits and click again on Publish. You can control that by turning the Status toggle bar on or off:
How can I use the Activity feed of my automation?
If you click on the three grey dots next to the status toggle bar, you will be able to open, rename, delete or see the activity feed of the automation. Remember that the automation must be active (published) in order for the activities' history to be accessible. This option allows you full traceability of the automation's usage.
In the activity sidebar, you will be able to see all the details of when the automation was used and the steps which were taken before it was triggered. Just click on the small arrow next to the date:
In addition, you will always be notified in-app in the Notifications at the top navigation bar, as soon as any of your automation flows have been activated:
Note: You can adjust the email and in-app notifications under Profile Settings for your account.
How can I test Contractbook automation with Slack?
For the test to be performed, you can just add yourself as a signee, then first save the template as a new draft, turn it into a contract by sending it to yourself, and sign it. Remember to choose Only me as the signature method at the top of the draft. You will then be able to fully sign the draft only by adding your signature.
As soon as the contract has been signed, you should automatically receive the customized message you have defined in the channel you chose.
Check carefully the details and make sure all your requirements are met. Once you are certain everything runs smoothly as it should, you can then start using the automation for real contracts.
Note: Automated workflows and integrations are available for the users on Foundation with any of our Add-ons.
If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.