Start intake review with a quick request
When you have a review window, DM Notis and get the Formcarry intake items that need your attention.
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
Retrieve Form Submissions
Tool to retrieve a list of submissions for a specific form identified by its id. supports pagination to navigate through large sets of submissions.
Why this helps
Starting an intake review takes extra effort when the submissions are in one place and your task list is elsewhere.
- Make use of a short review window without extra setup.
- See new entries and likely follow-up in one summary.
- Lower the effort required to restart intake work.
Setup
Build it in a few focused steps.
- 1Connect Slack and Formcarry to Notis once in the portal.
- 2Create the automation in the portal, or ask Notis to prepare an intake review when you DM a request.
- 3Use one instruction to retrieve recent entries from the named intake form and summarize new submissions and their next-step needs.
- 4Select the Slack direct-message trigger and choose the run-report channel.
- 5Test by DMing an intake review request for a real form.
Questions about this workflow
Does this run on a weekly schedule?
This workflow runs from a DM request. To run automatically every week, create a separate workflow using a Notis cron trigger.
Can it tell me what to do next?
Ask Notis to summarize apparent follow-up needs from the submission content; you make the final decisions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Formcarry. A trigger fires from one place; an action lands in another.
Slack triggers
Formcarry actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Retrieve Form Submissions
Tool to retrieve a list of submissions for a specific form identified by its id. supports pagination to navigate through large sets of submissions.
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 Formcarry, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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