Keep customer commitments easy to find
When you share a specific customer follow-up commitment in a Slack DM, record it in Engage as a reminder signal for later review.
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
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
One-to-one conversations can contain customer promises that are hard to recover when work gets busy.
- Keep commitments linked to customer history
- Reduce the chance of a promise disappearing in DMs
- Make later customer conversations easier to prepare
Setup
Build it in a few focused steps.
- 1Connect Slack and Engage to Notis once in the portal.
- 2Ask Notis in one prompt to record explicit, customer-linked follow-up commitments from DMs as Engage events.
- 3Choose the Slack direct message trigger and the channel where run reports should appear.
- 4Test with one suitable real commitment and check the event on the matching customer.
Questions about this workflow
Does this create a task or send a reminder?
No. It records an Engage event; it does not create a task or send a reminder.
Will casual ideas be logged?
Tell Notis to capture only specific commitments with an identifiable customer.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Engage.