Apply verified contact corrections from Slack DMs
Capture a corrected client detail from a private message and carry it through to the right billing contact when the match is clear.
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
Update Contact
Tool to update an existing contact by id. use when you need to modify contact details after retrieving current information.
Why this helps
Private corrections are easy to lose among messages and later require someone to remember to update the billing record.
- Follow through on verified contact corrections shared privately.
- Avoid relying on memory to revisit the record later.
- Reduce the chance of changing the wrong client by requiring a clear match.
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 updates from Slack DMs.
- 3Write one plain-language instruction requiring an explicit verified correction and a clear Elorus contact match; ask for clarification if either is uncertain.
- 4Choose the Slack direct message trigger and the channel where run reports should appear.
- 5Test with one verified correction and inspect the updated contact.
Questions about this workflow
Will it act on an unverified suggestion?
The prompt can require an explicit, verified correction before updating any contact.
What if the DM does not identify the client clearly?
Notis should request clarification before making a change.
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
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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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