Plumsail Documents fills your templates and produces finished PDFs and Word files. FlowMattic tells Slack when each process finishes and can upload the document itself, so contracts, quotes and offer letters reach the people waiting for them. For operations, sales and HR teams who generate documents with Plumsail.
1 trigger 14 actions 5 example workflows 2 ready-made templates Unlimited runs
When this happens in Plumsail Documents1 trigger
Do this in Slack14 actions
1. TriggerProcess Finished2. ActionSend Channel MessageWhen Plumsail Documents fires Process Finished, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateEach finished process posts the document name and a link to the team channel, so whoever needs the quote or contract knows it is ready to send.
Process FinishedSend Channel Message
View the template Upload File takes the file from the finished process and shares it in the channel, so reviewers open the PDF in Slack instead of searching storage.
Process FinishedUpload File
A Router reads the process name, so contracts go to legal, quotes to sales and invoices to finance, each in the channel that handles them.
Process FinishedRouterSend Channel Message
When your template data includes the requester's email, Find User by Email locates them and a direct message hands over the document link.
Process FinishedFind User by EmailSend Direct Message
A Filter passes only the offer letter and contract processes, and Send Private Channel Message posts them where only HR can see names and salaries.
Process FinishedFilterSend Private Channel Message
At the end, each finished Plumsail Documents process posts the document name and link in your Slack channel.
Under Connects in FlowMattic, add the Slack workspace your team uses.
Create a workflow with Plumsail Documents and the Process Finished trigger, then follow the setup instructions on the trigger step.
Start one of your Plumsail processes with sample data so FlowMattic captures the finished event.
Add Slack Send Channel Message, choose the channel, map the process name and document link, test it and switch the workflow on.
1. Trigger in Plumsail Documents
Process Finished
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Plumsail Documents | To Slack |
|---|---|
| Process name | Message: document type |
| File name | Message: file |
| Document link | Message: open |
| Finished at | Message: ready |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Plumsail Documents and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
The person who needs a contract or quote hears it is ready and can send it on, instead of checking storage every few minutes.
Each finished file passes through your own WordPress server on the way to Slack, not through an outside automation account.
Runs are unlimited on every FlowMattic plan, so month-end invoice runs cost the same as a single quote.
Create a FlowMattic workflow with the Plumsail Documents Process Finished trigger, follow its setup instructions, then add Slack Upload File to share the document or Send Channel Message to post a link.
Yes. Add a Router after Process Finished that checks the process name, with a Slack step and channel for each document type.
Yes, if their email is part of the template data. Use Find User by Email, then Send Direct Message with the link.
Yes. Add a Google Drive, Dropbox or other storage step to the same workflow, before or after the Slack message.
These workflows start when a Plumsail Documents process finishes and pass the result to Slack. The process itself starts however you run it today.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Plumsail Documents integration 1.0.0, Slack integration 1.0.
