Bring the right teammate into an Agile CRM escalation
When an escalation needs another owner, pass its context to Notis and invite that teammate to the Slack channel already handling it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Invite users to a Slack channel
Invites users to an existing slack channel using their valid slack user ids.
Why this helps
Escalation handoffs stall when the right person is not included in the active conversation.
- Brings a designated teammate into the relevant conversation
- Keeps escalation coordination in its existing channel
- Reduces manual channel access steps
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Slack to Notis once.
- 2Create an automation in Notis and name it for escalation handoffs.
- 3Tell Notis to invite the designated teammate to the existing Slack channel identified in the webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real escalation and confirm the intended teammate is invited to the correct channel.
Questions about this workflow
Does this create an escalation channel?
No. This action invites users to an existing Slack channel. The webhook request must identify the channel and the teammate.
Who should the automation invite?
The handoff request or automation context should name the intended teammate. Notis should not guess which person owns an escalation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Slack. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Agile CRM and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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