Bring a known contact profile into a DM follow-up
When a DM concerns a specific person already identified in Folk, Notis can retrieve their profile details to support a more informed follow-up.
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
Get Person
Tool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.
Why this helps
Switching between a private message and CRM can interrupt the response while you look up a person's profile.
- Bring relevant contact details into the run context
- Reduce manual profile navigation
- Keep the lookup tied to a clearly identified Folk person
Setup
Build it in a few focused steps.
- 1Connect Slack and Folk to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to retrieve Folk contact profiles for clearly identified DM follow-ups.
- 3Write one instruction requiring a reliable Folk person identifier and asking Notis to retrieve that person's profile; skip the action when only a name is available.
- 4Choose the Slack direct message received trigger and select a channel for run reports.
- 5Test with a real DM that can be matched to a known Folk person and review the returned profile.
Questions about this workflow
Can it search Folk by name and retrieve a profile automatically?
This action retrieves a person by unique ID. The prompt should require that identifier and skip when it is unavailable.
Does it send a reply to the contact?
No. This workflow retrieves profile information and does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Folk. A trigger fires from one place; an action lands in another.
Slack triggers
Folk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Person
Tool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.
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 Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Company
Tool to retrieve an existing company by its id. use after authentication has been verified.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Current Workspace User
Tool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Person
Tool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Group Custom Fields
Tool to list custom fields for a specific group and entity type. use after selecting a group and entity type to inspect available custom fields.
Connect any two apps with Notis in the middle.
Slack and Folk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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