How do I specify which Slack messages trigger a new contract?

You can specify keywords or phrases in Slack messages that should trigger the creation of a new contract, and DryMerge will handle it.

Can I integrate this with my CRM?

Yes, you can integrate this with your CRM. Describe the necessary configurations to DryMerge, and your CRM will be incorporated into the workflow.

Who uses this automation and for what purpose?

Customer success teams use this to quickly generate contracts based on client communication, reducing onboarding time and improving efficiency.

PandaDoc + Slack

Create PandaDoc Contracts from Slack Messages

Streamline your client onboarding process by automatically creating new PandaDoc contracts when clients send key information via Slack. This eliminates manual data entry and speeds up onboarding.

Key Slack Message

Triggers when a Slack message contains key client information.

Create PandaDoc Contract

Creates a new contract in PandaDoc using the provided information.

See more PandaDoc to Slack integrations or use AI to customize your automation.

or pick a common variation below

Create PandaDoc Templates from Slack Mentions

PandaDoc + Slack

Create PandaDoc Proposals from Slack Command

PandaDoc + Slack

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create PandaDoc contracts from Slack messages"

Create PandaDoc contracts from Slack messages

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with PandaDoc + Slack.

Show Channels

Displays a list of channels

Show Users

Displays a list of users

Send Message

Sends a message

Edit Message

Edits a message

Delete Messages

Deletes multiple messages, taking a list of timestamps

Read Messages

Reads messages

Enrich User

Enriches a user with their profile information given a user ID

Enrich Channel

Enriches a channel with detailed information given a channel ID or name

React to Message

Adds an emoji reaction to a Slack message

List Reactions

Lists all reactions on a Slack message

New Slack User

Triggers when a new Slack user joins the workspace

New Slack User in Channel

Triggers when a new Slack user joins a specific channel

App details

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.

Slack

Slack is a collaboration hub that brings team communication together in one place. Streamline communication and trigger actions based on messages and events.