Keep customer risk signals visible
When your team flags a customer risk in Slack, record the signal against that customer in Engage for a clearer follow-up trail.
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
Track User Event
Tool to add user events to Engage. Use this to track user actions and events in your application. You can later segment users based on these actions or events.
Why this helps
Risk notes get buried in fast-moving channels, leaving founders to remember who needs attention.
- Preserve risk context in the customer record
- Make later customer review easier
- Reduce reliance on memory and channel searches
Setup
Build it in a few focused steps.
- 1Connect Slack and Engage to Notis once in the portal.
- 2Create an automation in the portal or tell Notis in plain language what customer risk signals to record.
- 3Choose the Slack channel message trigger and select where Notis should report runs.
- 4Test with one real, clearly named customer risk message and check the resulting Engage event.
Questions about this workflow
Will every channel message become a risk event?
No. In the prompt, ask Notis to record only messages that clearly identify a customer and describe a risk.
What if a message does not identify the customer?
Instruct Notis to skip it rather than guess which Engage user it refers to.
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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