Support customer onboarding with a record lookup
A new customer handoff has enough moving parts. Notis can retrieve Ascora customer records when Slack onboarding notes request a check.
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
Onboarding details can spread across messages, making it harder to confirm which customer record the team should use.
- Adds a customer lookup to the handoff conversation
- Reduces manual search during onboarding
- Helps teammates reconnect notes with a customer record
Setup
Build it in a few focused steps.
- 1Connect Slack and Ascora to Notis once through the portal.
- 2Create an automation in Automations or ask Notis conversationally to create it.
- 3Give Notis one instruction to retrieve Ascora customers when Slack onboarding notes ask for a check on a new customer record.
- 4Choose the channel message trigger and a run report channel, then test with one onboarding message.
Questions about this workflow
Does this create a customer record if none exists?
No. The selected action retrieves customers; it does not create one.
What makes a good test message?
Use a real onboarding note that clearly asks for a customer record lookup.
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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