Keep customer and account relationships connected
When a team confirms an existing customer belongs to a named account, create that association in Engage while the context is fresh.
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
Add Customer to Accounts
Tool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.
Why this helps
Account membership details shared in conversation can be forgotten before the customer profile is organized.
- Keep related customer records grouped
- Reduce manual account organization
- Make account context easier to find
Setup
Build it in a few focused steps.
- 1Connect Slack and Engage to Notis once in the portal.
- 2Tell Notis to add a customer to an account only when both are clearly identified and the relationship is confirmed.
- 3Choose the Slack channel message trigger and where Notis should report runs.
- 4Test with one real confirmed relationship and verify the account membership.
Questions about this workflow
Will this create a new account?
The selected action adds a customer to account entities; tell Notis to use only an existing, clearly named Engage account.
What if multiple accounts match?
Instruct Notis to skip the change and report the ambiguity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Engage. A trigger fires from one place; an action lands in another.
Slack triggers
Engage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Customer to Accounts
Tool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Lists
Tool to add a Customer or Account to one or more Lists in Engage.so. Use when you need to subscribe a user to specific lists for targeted messaging.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Archive List
Tool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Archive User
Tool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will be stopped, but all messages, logs, and related data will be preserved.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Convert User Type
Tool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create List
Tool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create User
Tool to create a new user (Customer or Account) in Engage. Use when you need to add a user with optional metadata, device tokens, or list subscriptions.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Subscriber From List
Tool to remove a subscriber from a List entirely (different from unsubscribing). Use when you need to completely delete a subscriber's association with a specific list.
Connect any two apps with Notis in the middle.
Slack and Engage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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