Certyneo × Slack — electronic-signature notifications straight in your Slack channel
Every Certyneo envelope signed, declined, expired or viewed triggers a Slack message in the channel of your choice in under 5 seconds. Filterable per event type, no Zapier in between.
Certyneo account + Slack workspace with Admin role required. Free from the Certyneo Starter plan.
Why connect Certyneo to Slack
The integration is designed for teams that run their activity in Slack and want to see signatures without switching tabs.
Real-time alerts
A Slack message shows up in your channel under 5 seconds after the event (signed, declined, expired). No need to refresh the Certyneo dashboard to track progress.
Channel of your choice
Pick the Slack channel at install time (#sales, #legal, #ops, or a dedicated #signatures channel). Editable any time from Settings → Integrations.
Per-event filtering
5 supported events (completed, declined, expired, sent, recipient.signed) — tick the ones you want, untick the rest. Keeps the channel clean in high-activity periods.
OAuth 2.0 + encrypted tokens
Standard Slack OAuth 2.0 authentication. The bot token is AES-256-GCM encrypted in the database. No reading of your workspace messages — the app only writes to its authorised channel.
Which events trigger a Slack message?
Here are the 5 events you can push to Slack and a preview of the message for each. All opt-in in Settings → Integrations.
| Event | Slack message sent |
|---|---|
| envelope.completed | ✅ "Document X signed by every signer. Download the eIDAS proof PDF" + direct link to the PDF. |
| envelope.declined | ❌ "Document X declined by <signer>. Reason: <reason>" + link to the envelope for follow-up. |
| envelope.expired | ⏰ "Document X expired without full signature. Missing signers: <list>" + re-send button. |
| envelope.sent | 📤 "Document X sent to <signers>" — useful for the post-send sales briefing. |
| recipient.signed | ✍️ "<Signer> just signed document X (X/N signatures collected)" — useful for sequential workflows. |
Messages use Slack Block Kit components for clean rendering (colour, icon, button). No spam: one event = one message, no duplicates even on webhook retry.
Install the integration in 4 steps
Installation takes under 2 minutes. You need an active Certyneo account and Admin (or Owner) role on your Slack workspace.
- 1
Go to Settings → Integrations
Log in to Certyneo, open Settings, select Integrations, and click 'Connect Slack'.
- 3
Pick the destination channel
Choose the Slack channel where messages will land (#signatures, #sales, #ops, or create a dedicated one). You can change it later.
- 4
Test with an envelope
Send a test envelope to your email. Once signed, a message appears in the chosen Slack channel.
Security and compliance
The Slack integration follows the same security policy as the rest of Certyneo: encryption, least privilege, full audit trail, GDPR compliance.
- Slack bot token AES-256-GCM encrypted in the PostgreSQL database, never cleartext.
- OAuth scopes limited to the strict minimum: chat:write (write a message) + channels:read (list available channels). No reading of your workspace messages.
- No personal Slack data stored beyond the selected channel name and workspace ID. No copy of sent messages.
- Every Slack message sent is logged in the Certyneo audit trail with timestamp and outcome (success / error).
Frequently asked questions
Which Certyneo plan includes the Slack integration?
The Slack integration is available from the Starter plan (free for 5 envelopes/month) and on every paid plan. No Slack-specific surcharge.
Can I route different events to different channels?
Not as standard: one connected Slack workspace points to ONE channel. For finer routing (e.g. #legal for declined, #sales for completed), you can create Slack workflows on the Slack side that dispatch from the single Certyneo channel to the target channels.
Which OAuth scopes are requested?
Two scopes: chat:write (send a message in the authorised channel) and channels:read (list public channels to offer the picker). No access to messages, DMs, or private conversations.
How do I uninstall?
Two options: (1) on the Certyneo side, Settings → Integrations → Disconnect button — removes the encrypted token and stops all sends; (2) on the Slack side, Settings → Manage Apps → Certyneo → Uninstall. Both methods are equivalent and reversible.
Can I disable some events?
Yes. In Settings → Integrations → Slack, tick the events you want (envelope.completed, declined, expired, sent, recipient.signed). Changes take effect immediately.
Is there a risk of Slack rate-limiting during high-activity bursts?
No. Slack allows 1 message/second per bot in a given channel (app-level limit). To absorb batch-send bursts, Certyneo throttles sends server-side — a large batch of envelopes signed simultaneously is spread over a few seconds instead of saturating the channel.
Go further
Connect Certyneo to Slack in 30 seconds
Standard OAuth. No credit card. Disable anytime from Settings or Slack.