Get a Customer.io collection inventory from a Slack DM
When a data question comes up, ask Notis in a Slack DM to fetch Customer.io collection metadata and keep your attention on the task at hand.
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
List Collections
Tool to list all collections metadata. use when you need to retrieve current details of each collection in your workspace.
Why this helps
A brief data lookup can turn into a context switch that makes it harder to return to the original task.
- Keep small lookups lightweight with a direct request.
- Bring collection metadata close to the question that needs it.
- Reduce the steps between noticing a data question and getting a reference.
Setup
Build it in a few focused steps.
- 1Connect Slack and Customer.io to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to list collections when you DM a clear request for collection metadata.
- 3Choose Slack Direct Message Received as the trigger, select a channel for run reports, and test with one real lookup.
Questions about this workflow
Does the collection list include customer records?
No. The action returns collection metadata, not the records within each collection.
Can I use a DM for this?
Yes. Direct Message Received catches DMs, and your instruction can define the request that prompts the lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Customerio. A trigger fires from one place; an action lands in another.
Slack triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
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 Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
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 Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Slack and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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