Handle contract template questions from a DM
When a direct message raises a contract document question, have Notis retrieve the intended Documint template details as a practical next step.
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
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Why this helps
Contract requests arriving privately can be difficult to track and costly to reconstruct later.
- Start a template lookup directly from a contract-related DM.
- Reduce the odds of losing a private request in message history.
- Have details ready for the next manual review step.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documint to Notis once in the portal.
- 2Create an automation with a plain-language instruction describing the contract DM and the template whose details should be retrieved.
- 3Select the Slack direct message trigger and choose a channel for run reports.
- 4Test with one real contract question in a DM.
Questions about this workflow
Does this create or send a contract?
No. It retrieves template details for review.
Can the action work without knowing which template?
The supplied action retrieves a single template by ID, so the intended template should be clear in the workflow context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Documint. A trigger fires from one place; an action lands in another.
Slack triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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