Celebrate new customer wins with a Slack roundup
Give the team a simple, recurring moment to recognize new customers recorded in ChartMogul.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Customer wins can pass without recognition when teams have to remember to check analytics and share updates manually.
- Make customer progress visible to the team.
- Create a lightweight celebration habit.
- Include only customer details available and appropriate to share.
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Slack once in Notis.
- 2Create an automation and describe the customer wins and context to include.
- 3Choose a recurring schedule as the trigger.
- 4Choose the Slack destination for run reports.
- 5Test with one real example and review what customer information is shared.
Questions about this workflow
Can the roundup include customer names?
Ask for names only if they are available in ChartMogul and appropriate for the selected Slack destination.
Can it cover a chosen time range?
Yes. State the time range in your instruction and make sure the corresponding ChartMogul history is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Slack. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Slack.