Introduction
BoloSign now integrates with Slack, enabling you and your team to get instant updates directly in your Slack channels. Whether you're managing contracts, collecting eSignatures, or collaborating across teams, this integration ensures that every document activity—received, sent, or signed—reaches you where your conversations happen.
No more switching tabs or digging through email threads. With Slack integration, your eSignature updates are neatly tied into your daily workflow, so you stay in the loop without any friction.
This article walks you through why this matters, how to set it up step by step, and the key use cases it unlocks for faster, smarter teamwork.
Why Slack Integration Matters
Here’s the thing: Email notifications are easy to miss, and your inbox isn't where work happens anymore—Slack is.
With this integration, you can:
Get notified the moment a document is sent, viewed, or signed
Send BoloSign documents directly from Slack
Stay focused by managing everything in one workspace
Customize what notifications you receive
This isn’t just about convenience—it’s about visibility, speed, and better coordination across your team.
How to Set Up Slack Integration in BoloSign
Follow these steps to connect your BoloSign workspace with Slack and start getting real-time updates:
1. Navigate to the Integration Settings
Go to the Settings section in your BoloSign workspace.
Click on the Integrations tab in the top menu.
Scroll down to Collaboration and more.
Click Install on the Slack integration card.
2. Grant Slack Permissions
Once you click Install for Slack from the BoloSign integrations tab, you’ll land on a screen like this:
This is where you allow BoloSign to integrate with your Slack workspace. But it’s important to read this screen carefully and switch to the right workspace.
Workspace Selection (Top Right Corner)
At the top-right of the Slack App Directory page, you'll see a dropdown showing your current Slack workspace (e.g., “AppSumo Labs” in the screenshot).
Click this dropdown and switch to the correct workspace—the one where your team wants to receive BoloSign notifications (e.g., “Boloforms”).
If you install the bot in the wrong workspace, your team won’t see the BoloSign bot or get any notifications in the correct workspace. Each user must integrate BoloSign with their Slack account and choose the correct workspace individually.
✅ Make sure you're in the right Slack workspace before approving.
✅ Each team member needs to connect their own BoloSign account to Slack in their chosen workspace.
What BoloSign Will Be Able to View?
Slack lists the permissions BoloSign needs to function:
Content and info about you
View your identity (e.g., Slack name, profile, email).
Content and info about channels & conversations
View messages and content in direct messages to BoloSign is added to.
This lets BoloSign push relevant updates into channels or DMs.
Content and info about your workspace
View people in your workspace, so BoloSign can send targeted notifications.
What BoloSign Will Be Able to Do?
Perform actions in channels & conversations
Send messages as @bolosign
Post document status updates (sent, opened, signed)
Start direct messages with team members
Manage public channels that BoloSign is part of
Perform actions in your workspace
Add slash commands like
/bolosign manageandSend a Document
These permissions are necessary for BoloSign to notify you when:
A document is sent
Someone opens or signs a document
You want to customize notification settings via Slack itself
Final Step: Click “Allow”
After confirming you’ve selected the correct workspace and reviewed the permissions, go ahead and click the Allow button.
Once you do:
Slack will authorize BoloSign for that workspace.
You’ll see a confirmation message.
BoloSign will now appear in your Slack app under Apps, and your workspace is ready to start receiving updates.
3. Confirm Integration in Slack
Open your Slack app. You should now see BoloSign listed under the "Apps" section in the left sidebar.
From here:
You’ll get a welcome message from the BoloSign bot.
The message includes quick commands and a link to send documents.
4. Use Slack Commands
Type / in any Slack channel or DM, and you’ll see two BoloSign commands:
/bolosign manage– Opens your notification preferences.Send a Document– Triggers the document sending flow directly from Slack.
5. See Document Updates Instantly
Once a document is opened or signed, you’ll receive real-time messages like these:
You’ll see alerts when a document is opened or signed.
You can click "Visit dashboard" to dive into full details.
It keeps everyone in sync—no follow-ups needed.
6. Manage Notification Preferences
Want to choose what alerts you get? Type /bolosign manage and open your settings.
You can toggle notifications for:
✅ Documents you've received
✅ Documents you've sent
✅ Chat messages
Just check or uncheck based on your preference and click Save.
Use Cases for Slack Integration
Here are a few real-world ways this integration helps:
Sales Teams: Get notified instantly when a client signs a proposal so you can move to the next step.
HR Teams: Send offer letters directly from Slack and monitor when they’re opened or signed.
Legal Teams: Track multiple contracts across channels without digging through emails.
Startup Founders: Stay updated on every deal closing while you’re multitasking in Slack.
Frequently Asked Questions
1. Is the Slack integration secure?
Yes. BoloSign requests only the permissions needed to send updates and allow slash commands. You stay in control at all times.
2. Can I connect multiple Slack workspaces?
You can only connect one Slack workspace per BoloSign workspace. Make sure to pick the right one during setup.
3. What happens if I uninstall Slack from BoloSign?
Notifications will stop immediately, and the bot will be removed from Slack.
4. Can I send documents directly through Slack?
Yes. Use the “Send a Document” command or the link from the bot to create and send from inside Slack.
Conclusion
Slack integration in BoloSign is a game-changer for teams who live in Slack. You’ll never miss a document status update again—and better yet, you can manage and act on documents without ever leaving your chat workspace.
No more email chaos. No more status confusion. Just smooth, instant updates that keep your team in sync.
✅ Ready to try it?
Head to your BoloSign settings and connect Slack in less than a minute.