Find customer records from the conversation
Keep a customer question in context. Notis can look up Ascora customers when a Slack channel message asks about a customer record.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Switching to a separate system to answer a simple customer question interrupts the work already in front of you.
- Reduces tab switching for customer lookups
- Brings a relevant record search into the conversation
- Helps teammates answer questions consistently
Setup
Build it in a few focused steps.
- 1Connect Slack and Ascora to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in a conversation to create it.
- 3Tell Notis in one plain-language instruction to look up Ascora customers when a Slack channel message asks about an existing customer or customer record.
- 4Choose the Slack channel message trigger, select a run report channel, and test with a real customer lookup request.
Questions about this workflow
Does this create or change customer records?
No. This workflow uses the Ascora Get Customers action to retrieve customer records.
Can I limit the lookup to a particular channel?
Describe the intended channel or conversation context in the automation prompt where supported by your setup.
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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