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Notis

Find Endorsal contacts without leaving Slack

Ask Notis to look up a customer in Endorsal while you stay in the channel where the work is happening.

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

List Contacts

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

Why this helps

Finding a customer record can break focus when the name is not already at hand.

  • Search account contacts from a Slack request.
  • Keep customer context beside the conversation.
  • Reduce tool switching for quick lookups.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Endorsal to Notis once through the portal.
  • 2Create the automation there or ask Notis conversationally.
  • 3In one instruction, ask Notis to list Endorsal contacts, find the requested match, and reply with only relevant details.
  • 4Choose the Slack channel message trigger and a run-report channel.
  • 5Test with a real contact search using a distinctive customer name.

Questions about this workflow

Does this modify contact records?

No. The available action lists contacts for lookup.

What if several contacts match?

Ask Notis to report the ambiguity and request a more specific identifier.

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

Save your first hour today.

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No card. Works with personal or business Endorsal.