Send a message upon signature: Slack integration

Accelerate your deal flow with Contractbook

Contractbook is an all-in-one contract automation platform that allows you to create, sign and organize your contracts in a single streamlined flow. Thanks to a dynamic and data-rich format, Contractbook unlocks business intelligence in your contracts and enables you to build automated workflows.

Connect Contractbook to your communication tool and automate the entire sales journey for a faster, more cost-efficient process that really scales.

Send a message to your team's collaboration tool upon signature

Waiting for the deal to be sealed, could be a painstaking process. Contractbook’s automated processes ensure that you do not have to waste time sitting and waiting. A message will be sent to the relevant stakeholders upon signature, leaving you and your colleagues to get on with the next deal.

How can I connect Contractbook and Slack?

If you already have one of our Add-ons as a part of your Contractbook subscription, you can connect directly to your Slack account.

1. Click on Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate Slack under Communication section
4. Click on the blue button Connect to initiate the integration
5. In the pop-up window from Contractbook - Integrations, use your Slack login credentials to connect

In case you do not yet have subscribed to one of our Add-ons, you can request that by following the steps below:

1. Click on Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate Slack under Communication section
4. Click on the blue button Connect to request the integration
5. Fill in the short questionnaire and submit your request
6. Our team will get in touch with you to discuss the future possibilities of an upgrade

How to set up Contractbook automation with Slack?

Note: When using Contractbook Automation Builder to configure this automation, you will be only able to select Public Slack channels and Private messages to individuals. All your private channels (the ones marked with a small keylock icon in Slack) will not be listed. If you need to send the message to a Private Slack channel, you need to do that via Zapier - here is our guidance on using the premade template, and here you can find how to set up the automation from scratch. 

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:

Note: Remember that you need to have any of our Add-ons as an addition to your Foundation plan in order to be allowed to establish the required connection between Contractbook and 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.

Can I send Slack messages to a private channel?

You cannot send a Slack message through Contractbook Automation Builder to a private channel (all channels that are marked with a small lock icon next to them).

You can, however, choose to send the message to a private discussion with any individual contact from your Slack communication.

This means that you can choose to send the message configured under the action step of your automation flow to a private person in Slack.
If you select to send it to a private person, the message will be sent to them in the Contractbook app. You can find it under Apps in the left-hand sidebar in Slack. This means the person you want your message to be sent to, needs to have Contractbook app connected to their Slack as well.

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.

You can find more automated workflows you can tailor to your needs with our in-app automation builder here and for more integrations just click here.

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.