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Notis

Bring a useful Cloudcart sales snapshot to Slack

Get a brief, recurring sales snapshot in the channel where you plan the week, based on the Cloudcart data available to Notis.

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

A useful sales check can get lost when it requires opening dashboards and piecing together numbers by hand.

  • Review sales information in a familiar team space.
  • Reduce manual dashboard checks.
  • Keep recurring sales context easy to find.

Setup

Build it in a few focused steps.

  • 1Connect Cloudcart and Slack once in Notis.
  • 2Create an automation in Notis by naming it and describing the outcome.
  • 3Tell Notis which available Cloudcart sales metrics and time period to summarize in a Slack message.
  • 4Pick the recurring Notis schedule and choose where run reports go.
  • 5Test with one real sales summary.

Questions about this workflow

Can the summary compare against a target?

Only if the target is available in Cloudcart or you provide it in the prompt. Notis cannot infer a target or baseline that is not supplied.

Can I choose the reporting period?

Yes. Describe the period you want in the prompt, and make sure the underlying Cloudcart data supports it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Cloudcart to Slack. A trigger fires from one place; an action lands in another.

Cloudcart triggers

Slack actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

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.

ActionInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Cloudcart and Slack, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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