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Keep approved case study quotes in Endorsal

Move reusable customer quotes from project conversations into your testimonial library without a second round of manual entry.

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

Create Testimonial

Tool to submit a new testimonial. use when adding customer feedback to your endorsal account after gathering input.

Why this helps

Quotes collected during customer work are hard to find again when marketing needs them.

  • Preserve approved wording from the original discussion.
  • Make customer quotes easier to find in Endorsal.
  • Reduce context switching between delivery and marketing.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Endorsal to Notis once in the portal.
  • 2Create an automation there or ask Notis to create it conversationally.
  • 3Tell Notis in one instruction to create an Endorsal testimonial only for Slack quotes marked approved for public reuse.
  • 4Pick the Slack channel message trigger and a channel for run reports.
  • 5Test with one approved quote from a real customer conversation.

Questions about this workflow

Will this rewrite the customer's words?

Ask Notis to preserve the quote's wording when it creates the testimonial.

What if a quote is only for an internal case study draft?

State that the workflow should skip quotes without explicit approval for public reuse.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Endorsal. A trigger fires from one place; an action lands in another.

Slack triggers

Endorsal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Testimonial

Tool to submit a new testimonial. use when adding customer feedback to your endorsal account after gathering input.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get AutoRequest Campaign

Tool to retrieve a specific autorequest campaign by its unique identifier. use when you need to fetch details of an existing autorequest campaign.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Contact

Tool to retrieve details of a specific contact by its unique identifier. use when you have the contact id and need to fetch complete contact details.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Get Tag

Tool to retrieve details of a specific tag by its unique identifier. use when you have a tag id and need full tag metadata.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Testimonial

Tool to retrieve details of a specific testimonial by its unique identifier. use after obtaining the testimonial id to fetch its full details.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Widget

Tool to retrieve details of a specific widget by its unique identifier. use when you need full widget details before editing or analysis.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

List AutoRequest Campaigns

Tool to retrieve a list of all autorequest campaigns. use when you need to view both active and inactive campaigns.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

List Contacts

Tool to retrieve all contacts associated with your account. use when you need to browse or manage your contact list after authentication.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Endorsal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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