Keep customer details current
When someone shares a definite customer detail correction in Slack, ask Notis to update that customer's Engage profile.
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
Update User
Tool to update user data and attributes on Engage. Use this to update user data changes like changes in plan, name, location, etc. If the user doesn't exist, this method creates the user.
Why this helps
Corrected details can stay buried in Slack while the customer record continues to mislead the next person.
- Reduce stale customer details
- Keep corrections close to the source conversation
- Avoid repeated manual profile cleanup
Setup
Build it in a few focused steps.
- 1Connect Slack and Engage to Notis once in the portal.
- 2Describe in one prompt which explicit customer detail corrections Notis should apply to Engage profiles.
- 3Choose the Slack channel message trigger and a channel for run reports.
- 4Test with one real correction and check the intended customer's updated Engage profile.
Questions about this workflow
Will Notis infer missing profile information?
The prompt should direct Notis to apply only explicit corrections and skip uncertain identity or values.
Does this create a profile if none exists?
The selected action updates a user and can create one if needed; tell Notis to update only an existing, confidently matched customer if that is your policy.
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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