Record referrals shared privately in Slack
Notis can turn a referral DM into a Formdesk entry, so the details are ready for review when you have space to 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
Create Formdesk Entry
Tool to submit a new entry to a Formdesk form. Use after collecting all form field values to send a new entry for a specific formId. Example: "Submit entry to form 12345 with first_name='Bob', email='bob@example.com'."
Why this helps
A referral shared privately can be hard to find later, especially when messages arrive during another task.
- Keep private referrals in a consistent follow-up record.
- Reduce the need to search old DMs for names and context.
- Capture details without switching tasks to fill a form yourself.
Setup
Build it in a few focused steps.
- 1Connect Slack and Formdesk to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to set it up conversationally.
- 3Describe in one plain-language instruction which referral DMs should become Formdesk entries.
- 4Select Direct Message Received and a channel for run reports.
- 5Test with one real referral DM and review the created entry.
Questions about this workflow
Does it record every private message?
The prompt should tell Notis to submit only messages that contain a referral worth tracking.
Can I use this for an introduction that needs a later reply?
Yes. Ask the prompt to preserve the referral context so you can decide how to follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Formdesk. A trigger fires from one place; an action lands in another.
Slack triggers
Formdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Automatic Login
Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Formdesk Entry
Tool to submit a new entry to a Formdesk form. Use after collecting all form field values to send a new entry for a specific formId. Example: "Submit entry to form 12345 with first_name='Bob', email='bob@example.com'."
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Field
Tool to create a new field in a specific Formdesk form. Use after you have the formId and need to extend the form schema with an additional input.
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 Visitor
Tool to add a new visitor to a specific Formdesk form. Use when you need to register a visitor's metadata (e.g., name, email) before submitting entries.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Formdesk Entry
Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Field in Formdesk
Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Form in Formdesk
Tool to delete a specific form. Use when you need to permanently remove a form after confirming it's no longer needed.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Visitor in Formdesk
Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.
Connect any two apps with Notis in the middle.
Slack and Formdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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