Keep client onboarding moving with a form lookup
Find a likely onboarding form while the client handoff is still in view.
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
Get forms
Tool to retrieve a list of all forms in your account. use when you need to list your forms after authenticating with fillout.
Why this helps
Client setup can stall when the next form link is missing from the handoff.
- Reduce delays caused by searching for the right intake link.
- Keep onboarding conversations focused on the next step.
Setup
Build it in a few focused steps.
- 1Connect Slack and Fillout forms to Notis once in the portal.
- 2Create an automation with a plain-language instruction to retrieve and suggest Fillout forms when a channel discusses onboarding a client.
- 3Select Channel Message Received and choose where run reports should go.
- 4Test by discussing a client onboarding need in a suitable channel.
Questions about this workflow
Can it send the form to the client?
This action retrieves the forms list. The prompt can share a matching form reference in Slack for the team to use.
Does it access client responses?
No. The listed Fillout action retrieves forms, not responses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Fillout forms. A trigger fires from one place; an action lands in another.
Slack triggers
Fillout forms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authorize OAuth
Tool to initiate the oauth authorization process for third-party applications. use when you need to generate the url to redirect your users to the fillout consent page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get forms
Tool to retrieve a list of all forms in your account. use when you need to list your forms after authenticating with fillout.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Invalidate Access Token
Tool to revoke an existing oauth access token. use when the user logs out or you need to programmatically invalidate a token after deauthorization. example: "invalidate token abcdefg123456". this endpoint does not return a json body. successful calls return http 200 or 204.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Fillout forms, 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 Fillout forms.