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Bring Formdesk intake into the Slack review

When it is time to review incoming requests, a Slack message can prompt Notis to retrieve the relevant Formdesk entries for the team.

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 Form Entries

Tool to retrieve all entries for a specified Formdesk form. Use when you need to list submissions for a form by its ID.

Why this helps

Review sessions lose momentum when someone must pause to gather submissions from a separate system.

  • Get the relevant submissions ready for a review discussion.
  • Reduce the setup steps before a focused check-in.
  • Keep review context connected to the Slack conversation.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Formdesk to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally.
  • 3Write one plain-language instruction identifying the review message and Formdesk form whose entries should be retrieved.
  • 4Choose Slack Channel Message Received and a channel for run reports.
  • 5Test with a review message and verify the returned submissions.

Questions about this workflow

Does this create a scheduled review?

No. A Slack channel message triggers the retrieval; use a Notis cron trigger if you need a recurring schedule.

Will the workflow filter the submissions?

Describe the relevant review context in the prompt and confirm that the retrieved entries are appropriate.

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.

TriggerScheduled

Automatic Login

Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.

ActionInstant

Webhook trigger

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

TriggerInstant

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'."

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

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 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.

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

Delete Formdesk Entry

Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.

ActionInstant

Message Reaction Added

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

TriggerInstant

Delete Field in Formdesk

Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.

ActionInstant

Message Reaction Removed

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

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Delete Visitor in Formdesk

Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.

ActionInstant

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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