Create an intake form from a Slack request
When the team asks for a better way to collect requests, start the form while the need is fresh.
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
Requests to build an intake process get buried in busy channels before anyone defines the next step.
- Capture requests for an intake process without reopening the conversation later.
- Give the team a concrete form to refine instead of leaving an idea in chat.
Setup
Build it in a few focused steps.
- 1Connect Slack and Cabinpanda to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis conversationally to create a form from a Slack request for an intake process.
- 3Pick the Slack channel message trigger and choose where Notis should report runs.
- 4Test with a real channel message requesting an intake form.
Questions about this workflow
Does this create a form for every Slack message?
Describe in the instruction which messages express a request for a new intake process. Notis interprets that plain-language instruction.
Do I need to define fields in a mapping screen?
No. State the form purpose and desired structure in the automation instruction.
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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