Every 15 minutes

Hear in Slack when a DocuSign contract is fully signed

Once every signer has finished, the channel gets the document name and who signed.

Runs: Every 15 minutes
Apps: DocuSign
AI: Not needed
Access: signature (read)

Send this to your assistant

Create a ClickRuntime automation: every 15 minutes, check DocuSign for envelopes completed since the last check and post the document name and signers to #contracts in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A sales rep sends a contract through DocuSign and then checks every few hours to see whether the customer signed. Meanwhile finance wants to invoice, legal wants to file the signed copy and the account manager wants to start onboarding. DocuSign sends an email to the sender, but it lands among other notifications, and teammates who are not the sender find out only when someone tells them.

Every 15 minutes the automation lists envelopes whose status has changed since its last run, keeps those that are now completed, and posts a message in Slack with the envelope name and the people who signed. Everyone who cares sees it at once, and the next step can start.

Sales, legal and operations teams that wait on signatures to trigger the next piece of work find it especially useful.

What you get out of it

Onboarding starts the hour a contract is signed
A message in Slack lets the team start work within minutes of signature. A customer who has just committed gets a quick welcome instead of a day of silence, which sets the tone for the whole relationship.
Revenue is invoiced sooner
Finance sees the signature at the same time as the rep and can send the invoice immediately. A faster invoice usually means faster payment, which helps cash flow, especially for deals billed upfront.
The right people see it, not just the sender
Posting to a shared channel means legal, finance and operations all learn of completion. No one depends on the rep remembering to forward an email, or on a notification buried in a crowded inbox.
Reps stop refreshing DocuSign
Sales people can stop checking envelope status through the day. They are told when a contract is done, and the time goes back to selling instead of waiting on a status page.
A timestamped record of completion
The Slack message shows when the envelope finished. That is a convenient reference when someone asks when exactly a contract was signed, for example around a renewal date or a billing dispute.

How it works

What happens, step by step

Every 15 minutes, ClickRuntime checks DocuSign for envelopes completed since its last check, so none are posted twice.
For each fully signed envelope it collects the document name and the names of everyone who signed.
It posts them to #contracts in Slack.

Before it runs live

Connect DocuSign

What you get

RunsEvery 15 minutes

Hear in Slack when a DocuSign contract is fully signedtoday, 9:00Succeeded

Slack · #contractsSigned: Northwind MSA 2027 Signers: Dana Reyes, Sam Lee

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other DocuSign steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

envelope_completed_alert.pyexample

from datetime import datetime, timezone
from clickruntime import on_trigger, state_initializer, credentials, notify, http, state, report_fetched

BASE = "https://na3.docusign.net/restapi/v2.1/accounts/YOUR_ACCOUNT_ID"

@state_initializer
def init():
    state.set("since", datetime.now(timezone.utc).isoformat())

@on_trigger
def run(event):
    now = datetime.now(timezone.utc).isoformat()
    resp = http.get(f"{BASE}/envelopes",
                    headers={"Authorization": f"Bearer {credentials.connection('docusign', 'work')}"},
                    params={"from_date": state.get("since"), "status": "completed", "include": "recipients"})
    resp.raise_for_status()
    envelopes = resp.json().get("envelopes") or []
    report_fetched(len(envelopes))
    if not envelopes:
        return {"posted": 0}
    for env in envelopes:
        signers = ", ".join(s["name"] for s in env.get("recipients", {}).get("signers", []))
        notify.slack(f"Signed: {env['emailSubject']}\nSigners: {signers}", channel="#contracts")
    state.set("since", now)
    return {"posted": len(envelopes)}

FAQ

Common questions

How quickly does the message appear after signing?

The check runs every 15 minutes, so a message usually appears within 15 minutes of the last signature. That is quick enough to start onboarding the same hour, though it is not instant, and you can shorten the interval if you need it faster.

Does it include envelopes sent by other people?

It covers envelopes visible to the DocuSign account the automation uses. If that is an admin account, it sees the whole account, otherwise only envelopes sent by that user. Tell your AI assistant which scope you want.

Will it post the same envelope twice?

No. Each run only considers envelopes that changed since the previous run, so an envelope is announced when it first becomes completed and not again afterward, even if someone later downloads or reopens the signed copy.

What permissions does it need?

signature (read). Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 15 minutes