Find the right Customer.io transactional template from Slack
Keep the team in its planning thread: a clear Slack request can prompt Notis to retrieve the available Customer.io transactional message templates.
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
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
Searching for the right template can interrupt a focused build or customer-support discussion.
- Get a current template inventory from the planning conversation.
- Reduce the time spent navigating between tools for a lookup.
- Give teammates a shared list to discuss.
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 retrieve transactional templates when a channel message requests them.
- 3Choose Slack Channel Message Received as the trigger, select a channel for run reports, and test with one real template request.
Questions about this workflow
Will this send a transactional message?
No. It lists available transactional message templates; it does not send them.
Can I ask for a specific template?
You can describe the request in the instruction. The available action retrieves the template list, so review its results for the specific item.
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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