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Ask Notis for Fidel transaction context in Slack

Send a Slack DM when you need to check a transaction. Notis can search Fidel and return a summary without requiring a separate manual 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

List Transactions

Tool to list transactions. use when you need to page through and/or filter transactions.

Why this helps

Transaction follow-ups can linger when you need to pause, find Fidel, and remember the details of a private request.

  • Handle transaction questions in the private channel where they arrive.
  • Reduce the time spent reopening a lookup after an interruption.
  • Give yourself a result summary to review when ready.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Fidel api to Notis once through the portal.
  • 2Create an automation with a plain-language prompt to search Fidel transactions when a Slack DM asks about a transaction and return a concise summary.
  • 3Select the Slack direct-message trigger and choose where run reports should appear.
  • 4Test by sending a DM with a transaction reference and reviewing the Fidel results.

Questions about this workflow

Will this run for messages in a channel?

No. This workflow uses the direct-message trigger. Use a channel-message trigger for channel requests.

Can I ask about a transaction without its reference?

You can, but a reference or other useful context helps Notis find the relevant Fidel transaction records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Fidel api actions

Recurring trigger

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

TriggerScheduled

Create Brand

Tool to create a new brand on fidel. use when you have brand details and need to register it. this tool sends a post request to /v1/brands with the provided brand data.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Program

Tool to create a new program. use when registering an offline or online store. use after confirming program name and any optional metadata.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Program Webhook

Tool to register a new webhook for program-related events. use when you need to receive real-time notifications for specific program events in your application.

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

Delete Offer

Tool to delete a specified offer by its id. use after confirming the correct offer id.

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

Delete Program Webhook

Tool to delete a specified webhook for a program. use when you need to remove a program webhook after confirming programid and hookid.

ActionInstant

Message Reaction Added

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

TriggerInstant

Delete Webhook

Tool to delete a specified webhook. use when you need to remove a webhook by its id.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Get Brand

Tool to retrieve information about a specific brand. use when you have a brand id and need its details.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Get Offer

Tool to fetch details of a specific offer. use when you have an offer id and need its full details.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Fidel api, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Fidel api.