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Save approved customer quotes from Slack DMs

Keep a cleared customer quote from a private Slack conversation from disappearing in your inbox.

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

Create Testimonial

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

Why this helps

Direct messages are easy to overlook when turning customer conversations into durable proof.

  • Capture eligible feedback from DMs without manual re-entry.
  • Keep private conversations out unless sharing is approved.
  • Reduce the chance of forgetting an important quote.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Endorsal to Notis once through the portal.
  • 2Create the automation in the portal or ask Notis for it conversationally.
  • 3Give Notis one instruction to create a testimonial only when a DM quote has explicit public-use approval.
  • 4Select the Slack direct message received trigger and choose a channel for reports.
  • 5Test with one real DM quote that is approved for sharing.

Questions about this workflow

Should private messages be used as testimonials automatically?

No. The prompt should require explicit customer approval before capturing any DM content.

Does this work for Slack DMs?

Yes. Select the direct message received trigger.

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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