Make client onboarding easier to start
When a DM signals a new client, prepare a Byteforms form that collects the practical details needed for the first steps.
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 form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Founders often have to remember to ask each new client the same setup questions across separate conversations.
- Create a repeatable first step for new engagements.
- Reduce manual reminders to gather basic client details.
- Make onboarding easier to hand off or revisit.
Setup
Build it in a few focused steps.
- 1Connect Slack and Byteforms to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Describe in one plain-language instruction how a new-client DM should result in an onboarding form.
- 4Select the Slack direct-message trigger and choose a run-report channel.
- 5Test with a real new-client DM and inspect the form.
Questions about this workflow
Will this respond to every DM?
Use the instruction to limit form creation to messages that clearly indicate a new client or engagement.
Can it work from the DM context?
Notis interprets the Slack event and your plain-language instruction to decide what information belongs in the form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Byteforms. A trigger fires from one place; an action lands in another.
Slack triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
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 Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
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 Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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 Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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