Keep direct message quote requests from slipping
A quote request in a DM is still work to do. Notis can create an Ascora quotation when the message clearly asks for customer pricing.
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 Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
DMs feel immediate, but their follow-up work can disappear as soon as another message arrives.
- Turns a direct customer request into a visible next step
- Reduces reliance on inbox memory
- Makes quote work easier to return to after interruptions
Setup
Build it in a few focused steps.
- 1Connect Slack and Ascora to Notis once through the portal.
- 2Create an automation through Automations -> New Automation or by asking Notis conversationally.
- 3In one instruction, ask Notis to create an Ascora quotation when a Slack DM contains a clear customer request for pricing.
- 4Select Direct Message Received, choose a run report channel, and test with one genuine quote request.
Questions about this workflow
Does this apply to all Slack DMs?
The prompt should define the customer pricing request that qualifies. It is still important to test with a realistic example.
Does the customer receive the quote automatically?
No. The Ascora action creates a quotation record.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.