Bring contract lookups into the Slack DM
A contract question can prompt Notis to check the Boloforms document list without breaking your train of thought.
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 Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Contract requests in private messages can disappear while you search for the right record elsewhere.
- Keep a private request connected to its original conversation.
- Avoid relying on memory to revisit a contract lookup.
- Make it easier to confirm whether a document appears in the account list.
Setup
Build it in a few focused steps.
- 1Connect Slack and Boloforms to Notis once in the portal.
- 2Create an automation by asking Notis or through Automations, with one prompt to retrieve the Boloforms list when a DM asks about a contract or agreement.
- 3Select the Slack direct message trigger and choose where Notis reports runs.
- 4Test with a real DM about a document you can recognize in the account.
Questions about this workflow
Does this respond to the DM with a signature request?
No. It retrieves the Boloforms document list. Sending or updating documents is not available in the supplied action.
Does this trigger on channel messages too?
No. This workflow uses the Slack direct message event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Boloforms. A trigger fires from one place; an action lands in another.
Slack triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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