Make customer record checks easier to pick up
Use a reaction your team already understands to flag a customer record check. Notis can retrieve Ascora customers from the marked discussion.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
A follow-up marker can sit unnoticed when no one turns it into a concrete lookup.
- Gives a clear marker a practical next step
- Helps teammates resume customer checks consistently
- Cuts down on manual searching after discussion
Setup
Build it in a few focused steps.
- 1Connect Slack and Ascora to Notis once through the portal.
- 2Ask Notis to create an automation or use the portal's New Automation flow.
- 3Describe the marker reaction and ask Notis to retrieve Ascora customers relevant to the reacted-to Slack discussion.
- 4Select Message Reaction Added, pick a channel for reports, and test with a real customer check marker.
Questions about this workflow
Can I choose a reaction to represent the check?
Yes. Explain the reaction's meaning in the prompt and test with the same emoji your team uses.
Does the lookup update Ascora?
No. It retrieves customer information and does not modify records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Ascora. A trigger fires from one place; an action lands in another.
Slack triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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