Check investor paperwork options from a private DM
When investor paperwork needs a starting point, ask Notis privately to fetch your current Flexisign templates.
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 Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Why this helps
Sensitive planning can be interrupted by searching through an unfamiliar document catalog.
- Make a discreet template inventory request.
- Keep planning in a familiar conversation.
- Prepare your next step with the available options.
Setup
Build it in a few focused steps.
- 1Connect Slack and Flexisign to Notis once in the portal.
- 2Create an automation with a plain-language instruction to list Flexisign templates when a DM asks about investor documents.
- 3Choose Direct Message Received and select the channel for run reports.
- 4Test with a real DM request for investor paperwork options.
Questions about this workflow
Is the result sent back as a DM?
Run reports are delivered to the channel you select during setup. The action itself retrieves the template list.
Does it prepare investor documents?
No. It only lists available templates for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Flexisign. A trigger fires from one place; an action lands in another.
Slack triggers
Flexisign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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 Flexisign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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