Place the order after final customer approval
Keep customer approval connected to the next concrete step, with fewer reminders to place the order.
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
Submit Orders
Tool to submit up to five new orders. Use after all customer and line-item details are finalized.
Why this helps
A customer can approve a proof while the team still needs to remember to return and submit the order.
- Reduce delay between customer approval and order placement.
- Keep submission dependent on complete order details.
- Limit manual checking of approval conversations.
Setup
Build it in a few focused steps.
- 1Connect Slack and FinerWorks to Notis once in the portal.
- 2Create a new automation in Automations or ask Notis to create it conversationally.
- 3Give one instruction to submit a FinerWorks order only when a Slack message confirms customer approval and includes complete, finalized order details.
- 4Pick Channel Message Received as the trigger and choose where run reports should appear.
- 5Test with one real customer-approved order and confirm its FinerWorks submission.
Questions about this workflow
Can it submit when a proof is still under discussion?
No. The instruction should require an explicit final customer approval and complete order details.
What if approval and order details are in separate messages?
Make sure the automation can identify the approved request and its full details. Do not let it guess which order the approval refers to.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Finerworks. A trigger fires from one place; an action lands in another.
Slack triggers
Finerworks actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Images
Tool to add images to a finerworks library. Use after preparing up to 5 images with metadata and URIs.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User
Tool to retrieve the current user's profile. Use after authentication to fetch account details.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Media Types
Tool to get available media types. Use when you need to retrieve all or filtered media types after authentication.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Product Types
Tool to list product types. Use when you need to retrieve available product types from FinerWorks after setting up credentials.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
List Shipping Options Multiple
Tool to list shipping options for multiple orders. Use when you need a batch rate quote before final submission.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Style Types
Tool to get a list of style types. Use when you need to retrieve available style options before configuring a product.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Submit Orders
Tool to submit up to five new orders. Use after all customer and line-item details are finalized.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Test My Credentials
Tool to test the configured FinerWorks credentials. Use after setting up your web_api_key and app_key to confirm validity.
Connect any two apps with Notis in the middle.
Slack and Finerworks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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