Find a contact without leaving the Slack conversation
When a DM calls for contact lookup, Notis can search Calendarhero using the details in the conversation and return the result in the run channel.
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
Search Contact
Tool to search for existing contacts. use after confirming a need to find contacts by email or name.
Why this helps
Searching contact records manually interrupts the conversation and adds another place to keep track of.
- Reduce tab switching to find a known contact.
- Use details already present in the DM.
- Make follow-up easier to pick back up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Calendarhero to Notis once through the portal.
- 2Create an automation with a plain-language instruction to search Calendarhero only when a DM explicitly requests a contact lookup.
- 3Select Slack Direct Message Received and choose a channel for run reports.
- 4Test with a real request containing a contact name or email.
Questions about this workflow
Does this create a contact?
No. It searches existing Calendarhero contacts and reports the result.
What detail should the request include?
A name or email from the DM gives Notis a useful search term.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Calendarhero. A trigger fires from one place; an action lands in another.
Slack triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Fetch Contact
Fetch contact
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Slack and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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