Look up linked agency details from Slack
Keep agency-account questions moving in the team thread with a direct lookup of the identified account's details.
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 Linked Agency Account Details
Tool to get details of a linked agency account. use when retrieving info for a specific linked account by id after confirming the account exists.
Why this helps
Agency account context can be hard to find when ownership and client work are spread across conversations.
- Retrieve details for a clearly identified linked account.
- Reduce tool switching for account questions.
- Keep agency operations questions close to the team discussion.
Setup
Build it in a few focused steps.
- 1Connect Slack and Benchmark email to Notis once.
- 2Create an automation through the portal or ask Notis in plain language to look up linked account details.
- 3Write one instruction to retrieve details only when a Slack message clearly identifies the linked agency account in question.
- 4Pick the Slack channel-message trigger and a channel for run reports.
- 5Test with one real request for an existing linked agency account.
Questions about this workflow
Does this change or unlink the account?
No. It retrieves account details for review.
What if multiple accounts could match?
The prompt should require clarification rather than guessing which account to retrieve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Benchmark email. A trigger fires from one place; an action lands in another.
Slack triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a contact list. use after confirming that the list is no longer in use.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Email Campaign
Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Linked Agency Account
Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Webhook
Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get All Confirmed Emails
Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Client Account Settings
Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Connect any two apps with Notis in the middle.
Slack and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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