Bring clear Slack DM follow-ups into Firmao
When a DM changes what needs to happen on a task, let the task record reflect it.
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
Update Task
Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.
Why this helps
A useful follow-up in a DM can be hard to find again when attention has moved elsewhere.
- Keep important task context from getting buried in DMs.
- Reduce the need to reread private message history.
- Preserve clear next-step updates with the task.
Setup
Build it in a few focused steps.
- 1Connect Slack and Firmao to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to carry clear DM follow-ups to existing Firmao tasks.
- 3Describe in one prompt what qualifies as a task follow-up and how to recognize its task.
- 4Choose the Slack Direct Message Received trigger and a channel for run reports.
- 5Test with a real DM that clearly refers to an existing task.
Questions about this workflow
Will every DM create a task update?
Set the prompt to act only on messages that clearly change or add follow-up context for an identifiable existing task.
Can it create a new task?
This workflow uses the provided Firmao task update action, so it is intended for an existing matching task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Firmao. A trigger fires from one place; an action lands in another.
Slack triggers
Firmao actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company Setting
Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Contact
Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Invoice
Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Offer
Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Invoice
Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Task
Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.
Connect any two apps with Notis in the middle.
Slack and Firmao, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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