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Get fund data from a Slack direct message

Drop a ticker and a clear request into a DM, then let Notis handle the data lookup.

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

Get Mutual Funds Data

Tool to retrieve mutual funds data for a specified symbol. use after confirming the mutual fund ticker symbol.

Why this helps

Small research checks can linger on a mental to-do list because opening another tool feels like too much overhead.

  • Capture a quick lookup in the message flow you already use.
  • Keep the request compact and tied to a fund ticker.
  • Avoid adding a separate manual research reminder.

Setup

Build it in a few focused steps.

  • 1Connect Slack and EODHD apis to Notis once through the portal.
  • 2Create an automation in the portal, or ask Notis to create it conversationally.
  • 3Give Notis one instruction to retrieve mutual funds data when a Slack DM requests a ticker lookup.
  • 4Choose the Direct Message Received trigger and set a channel for run reports.
  • 5Test with a DM naming a real mutual fund ticker.

Questions about this workflow

Can I send the ticker without a long prompt?

Yes, as long as your instruction to Notis explains that a clear request and ticker in the DM should start the lookup.

Where will Notis report the run?

Choose the reporting channel when you create the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Eodhd apis. A trigger fires from one place; an action lands in another.

Slack triggers

Eodhd apis actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Macro Indicators

Tool to retrieve macroeconomic indicators data. use when you need country-level economic indicators across a date range. use after confirming the api token is set.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Mutual Funds Data

Tool to retrieve mutual funds data for a specified symbol. use after confirming the mutual fund ticker symbol.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Real-Time FOREX WebSocket Stream

Tool to retrieve real-time data for forex via websocket. use when you need live price updates for specific currency pairs.

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 Real-time WebSocket US Trades

Tool to retrieve real-time trade data for the us market via websocket. use when live updates for specific us symbols are required. example: subscribe to ['aapl', 'goog'].

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Connect any two apps with Notis in the middle.

Slack and Eodhd apis, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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