Keep Important Charla Account Context Close
Make a relevant account note easy to return to by starring its Slack message when the contact context is submitted.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Why this helps
Important customer context can be hard to find again when it is scattered across Slack messages and contact records.
- Keep an important account note easy to revisit.
- Connect contact context to the team's Slack discussion.
- Reduce repeated searching before a customer interaction.
Setup
Build it in a few focused steps.
- 1Connect Charla and Slack once in Notis.
- 2Create an automation in the portal or by telling Notis what you want.
- 3In one instruction, ask Notis to use a submitted Charla contact payload to star the referenced Slack message when the payload marks the context as important.
- 4Choose the Notis webhook trigger and the channel for run reports.
- 5Test with one contact and its real Slack message reference.
Questions about this workflow
Can the workflow star a Charla contact record directly?
No. The available Slack action stars a Slack item. Supply the channel and message reference for the account context.
What contact information should be sent?
Include only the details needed to identify the account context and the Slack message reference. The workflow does not modify the Charla contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Slack. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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