Answer customer record checks from Slack DMs
A quick DM question can still interrupt a deep work block. Let Notis retrieve Ascora customer records when someone asks for a customer check.
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
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Direct message requests can become hidden work because they are easy to forget after replying.
- Makes customer checks easier to respond to promptly
- Reduces the chance a DM request gets buried
- Keeps lookup work tied to the message that prompted it
Setup
Build it in a few focused steps.
- 1Connect Slack and Ascora to Notis once in the portal.
- 2Create a new automation in the portal or ask Notis to set one up conversationally.
- 3Describe in one instruction that Notis should retrieve Ascora customers when a Slack DM asks whether a named customer has a record.
- 4Choose the direct message trigger, select a channel for run reports, and test with one real customer check.
Questions about this workflow
Does this trigger on a Slack channel message?
No. This workflow uses the Direct Message Received trigger.
Will a customer be added if there is no match?
No. The selected action retrieves customers; it does not create or update them.
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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No card. Works with personal or business Ascora.