Look up Elorus clients from Slack DMs
Handle quick client questions from your inbox and get the relevant contact details without another search session.
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 Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
Why this helps
Small client questions arriving by DM can interrupt work while you hunt through contact records.
- Respond to private lookup requests in the context they arrived.
- Spend less time switching apps for one-off client checks.
- Surface possible matches when a name is not unique.
Setup
Build it in a few focused steps.
- 1Connect Slack and Elorus to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally for contact lookups from Slack DMs.
- 3Give Notis a single plain-language instruction to search contacts based on the DM and report matches or ask for more detail.
- 4Choose the Slack direct message trigger and a channel for run reports.
- 5Test with a DM containing a known client name and verify the contact result.
Questions about this workflow
Will this work for a DM request rather than a channel post?
Yes. This workflow uses the Slack direct message trigger.
Does it update the client record?
No. It searches and reports matching contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Elorus. A trigger fires from one place; an action lands in another.
Slack triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CREATE_PRODUCT
Tool to create a new product or service in elorus. use when you need to add or configure items/services in your product catalog.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Email Invoice
Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.
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 Bills
Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.
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 Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Credit Notes
Tool to retrieve a list of credit notes. use when you need to fetch credit notes filtered by page, contact, date range, or currency.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Email Templates
Tool to retrieve a list of email templates. use when you need to fetch and page through existing templates in the organization.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
Connect any two apps with Notis in the middle.
Slack and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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