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Keep approved customer outcome quotes

Specific customer outcomes can be compelling proof. Capture them when they are approved instead of trying to reconstruct them later.

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

Outcome details fade or get paraphrased when a quote is not saved near the original discussion.

  • Preserve approved outcome language while it is fresh.
  • Make customer proof easier to retrieve later.
  • Avoid another copy-and-paste task after the conversation.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Endorsal to Notis once through the portal.
  • 2Create an automation in the portal or request one from Notis conversationally.
  • 3Tell Notis in one instruction to create a testimonial from a customer outcome quote only when the quote is approved for public use.
  • 4Choose the Slack channel message trigger and a report channel.
  • 5Test with one real approved outcome quote.

Questions about this workflow

Can outcome claims be embellished?

Ask Notis to preserve the customer's wording and omit unsupported claims.

What is needed before capture?

The customer must have approved the quote for public use.

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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