Keep useful contact details from Slack DMs
When a teammate sends a relevant contact detail in a Slack DM, Notis can create an ActiveTrail contact record for later organization.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Why this helps
Useful introductions stay locked in DMs and require another round of manual data entry.
- Make shared contact details easier to find later.
- Avoid retyping information from private chat.
- Preserve an introduction for a deliberate next step.
Setup
Build it in a few focused steps.
- 1Connect Slack and ActiveTrail to Notis once through the portal.
- 2Create a new automation or ask Notis for it in plain language.
- 3Tell Notis in one instruction to create an ActiveTrail contact only when a Slack DM contains a clearly shared contact and provide the context to include.
- 4Select Direct Message Received and choose where Notis should report runs.
- 5Test using one real DM with an appropriate contact detail and verify the contact record.
Questions about this workflow
Will a contact created this way be ready for email delivery?
A newly created contact is not linked to a group. Use this workflow for creating the record; a separate intentional process must add it to a group before email delivery.
Should every DM become a contact?
No. The plain-language instruction should limit creation to DMs that actually contain a relevant contact detail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to ActiveTrail. A trigger fires from one place; an action lands in another.
Slack triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Slack and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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