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Check your research contacts before sending another invitation

Before inviting people to a new survey, check the Formbricks contact list from the Slack discussion where the research plan is taking shape.

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 All Contacts

Tool to retrieve all contacts within the organization. Use when you need a complete list of contacts.

Why this helps

Research recruitment can create duplicate entries and extra work when contact lists are checked too late or not at all.

  • Check for existing contacts before planning another import.
  • Reduce duplicate outreach and contact cleanup.
  • Keep recruitment planning moving in Slack.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Formbricks to Notis once in the portal.
  • 2Create an automation prompt to retrieve Formbricks contacts when a channel message explicitly requests a research contact check.
  • 3Pick Channel Message Received and choose a channel for run reports.
  • 4Test with a real request and review the contact list returned by Formbricks.

Questions about this workflow

Does this add or change contacts?

No. It retrieves contacts for the team to review.

Can this support a specific research effort?

Mention the research context in the Slack request so the team can interpret the returned contacts appropriately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Formbricks. A trigger fires from one place; an action lands in another.

Slack triggers

Formbricks actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Action Class

Tool to create a new action class. Use when defining custom action logic in your environment.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Attribute Class

Tool to create an attribute class in Formbricks. Use when you need to define new attribute classes for segmentation or attributes management.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Contact

Tool to create a new contact. Use when you need to register a contact in a Formbricks environment.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Create Display

Tool to mark a survey as displayed or link it to a response. Use after obtaining the survey and environment IDs to register a display instance.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Create Survey Response

Tool to create a response for a survey. Use after collecting all survey answers.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create Survey

Tool to create a new survey. Use after defining survey details and questions.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create Webhook

Tool to create a new webhook. Use when you need to register an external endpoint to receive form response events.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Delete Attribute Class

Tool to delete an attribute class. Use when you need to remove an attribute class by its ID after confirming it's no longer needed.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Formbricks, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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