DocuSign, Box, and Slack recipe

This use case guides you through connecting DocuSign, Box, and Slack to Workato to create a multi-application automation.

What does this recipe do?

This recipe monitors DocuSign for newly signed documents. It checks if the email address of the individual who signed the document includes your company's email domain name, for example: @acme.com. If the email address does not contain your company's email domain name, the recipe creates a folder in Box, adds the user as a collaborator to the folder, and then creates a shared link to the folder. The recipe then sends an email to the user with the shared link and posts a message in Slack notifying you and your team that the user has been invited to collaborate.

flowchart TD subgraph M[" "] direction TB subgraph D[&nbsp DocuSign New signed document &nbsp] direction RL ax(setup) --- aa(Trigger) classDef default fill:#b3e0e1,stroke:#51c2b9,stroke-width:1px; end subgraph S[Box Create folder action] L(Action) --- EW(setup) classDef default fill:#b3e0e1,stroke:#51c2b9,stroke-width:1px; end subgraph SS[&nbsp Box Add user as collaborator action &nbsp] LL(Action) --- EX(setup) classDef default fill:#b3e0e1,stroke:#51c2b9,stroke-width:1px; end subgraph SSS[&nbsp Box Create shared link action &nbsp] LLL(Action) --- EY(setup) classDef default fill:#b3e0e1,stroke:#51c2b9,stroke-width:1px; end subgraph R[Send email] RR(Action) --- EZ(setup) classDef default fill:#b3e0e1,stroke:#51c2b9,stroke-width:1px; end subgraph H[Slack post] AA(Action) --- EE(setup) classDef default fill:#b3e0e1,stroke:#51c2b9,stroke-width:1px; end end A([Create recipe]) -- Configure your recipe --> M --> B([Automated workflow]) D --> S S --> SS SS --> SSS SSS --> R R --> H classDef default fill:#fff,stroke:#67eadd,stroke-width:2px; classDef WorkatoTeal fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef SubgraphDash fill:#e1fffc,stroke:#f66,stroke-width:2px,color:#000,stroke-dasharray: 5 5 class D,S,SS,SSS,R,H SubgraphDash class A,B,ax,aa,WX,WW,WWW,L,EW,LL,EX,LLL,EY,RR,EZ,AAA,AA,EE WorkatoTeal

Create your recipe

Complete the following steps to create a recipe that monitors DocuSign for newly signed documents, uses conditional logic to determine if the user is an employee at your company and then creates a new folder, adds the user as a collaborator to the folder, creates a shared folder link, emails the folder link to the new user, and posts a Slack message:

USE CASES ARE INTENDED AS EXAMPLES ONLY

This use case is intended to serve as an example. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include this recipe in your own workflow.

1

Sign in to your Workato account and navigate to the workspace project where you plan to add the recipe.

2

Set up connections for DocuSign, Box, and Slack using the steps in the following sections:

Set up your DocuSign connection.

1

Click Create > Connection.

2

Search for and select DocuSign in the New Connection page.

3

Provide a name for your connection in the Name field.

DocuSign connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Demo drop-down menu to select whether the account you plan to use is a demo account.

6

Enter your DocuSign account ID in the Account ID field. To find your account ID: sign in to DocuSign > click Settings > Apps and Keys > API Account ID.

7

Enter your connect key in the Connect key field.

8

Click Connect.

Set up your Box connection.

1

Click Create > Connection.

2

Search for and select Box in the New Connection page.

3

Provide a name for your connection in the Name field.

Box connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Optional. Expand Advanced settings to review Requested permissions (Oauth scopes) options.

6

Click Connect and then enter your Box account email address and password in the dialog box to grant access to Workato.

Set up your Slack connection.

1

Click Create > Connection.

2

Search for and select Slack in the New Connection page.

3

Provide a name for your connection in the Name field.

Slack connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Optional. Configure Advanced and Custom OAuth profile settings if required for your account type.

6

Click Connect.

3

Click Create > Recipe.

4

Provide a name for your recipe in the Name field and select the project in which you plan to store the recipe from the Location drop-down menu.

5

Ensure that Trigger from an app is selected under Pick a starting point and click Start building.

Set up your recipe

6

Set up your DocuSign trigger.

1

Search for DocuSign in the Choose an app search box and select the DocuSign connection app you created in the preceding steps.

2

Select New document event in DocuSign as your trigger.

Select New document event in DocuSign as your trigger

3

Use the calendar modal to select the date from which your recipe should begin to monitor events in the When first started, this recipe should pick up events from field. The trigger checks for new events every five minutes by default. Leave this field empty to fetch events from the last hour. You can't change this value after you run or test the recipe. Learn more about this input field.

4

Use the Event drop-down menu to select Signed as the event you plan to monitor. This field defaults to All if you do not make a selection.

5

Click Save.

7

Click the + Add step button and select IF condition.

Select IF condition

8

Set up your doesn't contain Email IF condition.

1

Map the DocuSign Email | Step 1 datapill into the Data field.

2

Use the Condition drop-down menu to select doesn't contain.

3

Enter the value you plan to use for your IF condition in the Value field. For example, this use case checks if the email address in the Data field contains your company's email domain name in the Value field.

Set up IF condition

4

Click Save.

9

Click the + Add step button for the No condition and select Add action in app.

10

Set up your Create folder Box action.

1

Search for Box in the Choose an app search box and select the Box connection app you created in the preceding steps.

Choose Box as your app

2

Select Create folder as your action.

Select Create folder as your action

3

Map the DocuSign Name | Step 1 datapill into the New folder name field.

Set up the Create folder action

4

Select the parent folder in which you plan to add your new folder in the Parent folder field.

5

Click Save.

11

Click the + Add step button under your first Box action and select Add action in app.

Click Add step > Add action in app

12

Set up your Create collaboration Box action.

1

Search for Box in the Choose an app search box and select the Box connection app you created in the preceding steps.

2

Select Create collaboration as your action.

Select Create collaboration as your action

3

Click the Show button under Item.

4

Map the Box Type | Step 3 datapill into the Type field.

5

Map the Box ID | Step 3 datapill into the File or folder ID field.

Map your datapills into the Item section

6

Expand the Accessible by section.

7

Enter the email address of the user in the Email ID of collaborator field.

8

Use the Role drop-down menu to select the role you plan to provide for the collaborator.

Select a role for the collaborator

9

Click Save.

13

Click the + Add step button under your second Box action and select Add action in app.

14

Set up your Box Create shared link action.

1

Search for Box in the Choose an app search box and select the Box connection app you created in the preceding steps.

2

Select Create folder shared link as your action.

3

Map the Box ID | Step 3 datapill into the Folder ID field.

Map the Folder ID datapill

4

Use the Access drop-down menu to select Collaborators.

5

Click Save.

15

Click the + Add step button in the recipe editor and select Add action in app.

16

Set up your Email by Workato action.

1

Search for Email by Workato in the Choose an app search box. This app does not require connection configuration.

Select Email by Workato as your app

2

Select Send email as your action.

3

Map the DocuSign Email | Step 1 datapill into the To field. This is the email address that receives the email you send.

Map the DocuSign Email | Step 1 datapill into the To field

4

Enter a message subject in the Subject field. For example, Invitation to collaborate.

5

Optional. Use the Email type drop-down menu to select the format of the email message. This field defaults to HTML.

6

Enter a message for the body of your email in the Message field.

7

Click Save.

17

Click the + Add step button in the recipe editor and select Add action in app.

18

Set up your Slack action.

1

Search for Slack in the Choose an app search box and select the Slack connection app you created in the preceding steps.

Select Slack as your app

2

Select Post message as your action.

3

Use the Channel drop-down menu to select the Slack channel in which you plan to post your message.

4

Enter a message for the post in the Basic text field. You can also map the DocuSign Name | Step 1 datapill into this field if you plan to automatically include the new collaborator's name.

5

Enter an attachment title for the Slack post in the Attachment title field.

6

Map the Box URL | Step 5 datapill into the Attachment title link field. Attachment titles are clickable and direct users to the URL you provide when clicked.

Map the Box URL | Step 6 datapill into the Attachment title link field

7

Enter text for the attachment in the Attachment text field. You can map the DocuSign Name | Step 1 and Email | Step 1 datapills into this field if you plan to include specific details about the new collaborator.

8

Click Save.

Your DocuSign, Box, and Slack recipe is ready to test and implement.