Make customer onboarding easier to start
Turn an onboarding handoff into a repeatable way to collect what the team needs.
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
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Why this helps
Customer setup details can be scattered across channel messages, leaving the next person to reconstruct the onboarding checklist.
- Give onboarding requests a consistent first step.
- Reduce repeated back-and-forth about what information is needed.
Setup
Build it in a few focused steps.
- 1Connect Slack and Cabinpanda to Notis once through the portal.
- 2Create an automation instructing Notis to create an onboarding form from relevant customer handoff messages.
- 3Pick the Slack channel message trigger and a channel for run reports.
- 4Test with a sample handoff that explains the customer's onboarding needs.
Questions about this workflow
Can this form reflect a particular customer onboarding process?
Describe the process and information the form should gather in the instruction.
Does this automatically contact the customer?
The selected Cabinpanda action creates a form. It does not send the form to anyone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Cabinpanda. A trigger fires from one place; an action lands in another.
Slack triggers
Cabinpanda 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 with specified fields and settings. use before collecting submissions to define 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 specific form by its id. use after confirming the target form exists and is safe to remove.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
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 Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
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 Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Slack and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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