Look up Firmao offers from Slack
Get the current offer record when a question comes up in the conversation.
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 Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
Why this helps
Offer questions can create a context switch just to find the latest record details.
- Find current offer details with less manual searching.
- Reduce interruptions when answering simple follow-up questions.
- Keep sales conversations moving with record context.
Setup
Build it in a few focused steps.
- 1Connect Slack and Firmao to Notis once through the portal.
- 2Create a portal automation or ask Notis to retrieve an offer's Firmao details when Slack clearly requests them.
- 3Use one prompt to describe a lookup request and how to identify its offer.
- 4Select the Slack Channel Message Received trigger and choose a run-report channel.
- 5Test with a real question that clearly identifies an existing offer.
Questions about this workflow
Will it change the offer?
No. This workflow retrieves details for an existing Firmao offer.
Can it answer if several offers might match?
Tell Notis to retrieve an offer only when it can confidently identify the intended record.
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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