Keep customer research contacts from slipping away
A promising interview candidate can arrive in a DM between other tasks. Capture the contact in Formbricks while the recommendation and context are easy to find.
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
Create Contact
Tool to create a new contact. Use when you need to register a contact in a Formbricks environment.
Why this helps
Founders can lose valuable introductions in private Slack messages, then have to search for names when a survey or interview is ready.
- Keep useful introductions in one place for future research.
- Reduce repeated searches through old direct messages.
- Make it easier to follow up when a relevant survey is ready.
Setup
Build it in a few focused steps.
- 1Connect Slack and Formbricks to Notis once in the portal.
- 2Create an automation or ask Notis to create a Formbricks contact when a Slack DM shares a customer research introduction.
- 3Pick Direct Message Received and select a channel for run reports.
- 4Test with a real DM that includes a contact intended for follow-up and confirm the contact in Formbricks.
Questions about this workflow
Will every DM create a contact?
Tell Notis in the prompt to create a contact only when the message clearly provides someone intended for customer research follow-up.
What if the contact already exists?
Ask Notis to check available context and avoid creating a duplicate when it can identify an existing contact.
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.
Create Action Class
Tool to create a new action class. Use when defining custom action logic in your environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Contact
Tool to create a new contact. Use when you need to register a contact in a Formbricks environment.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Survey Response
Tool to create a response for a survey. Use after collecting all survey answers.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Survey
Tool to create a new survey. Use after defining survey details and questions.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Webhook
Tool to create a new webhook. Use when you need to register an external endpoint to receive form response events.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
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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