Keep customer onboarding blockers moving
A setup blocker can keep a new customer from reaching value. Create a Freshdesk record from the Slack report so the team can follow it through.
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
Create Ticket
Creates a new ticket in freshdesk.
Why this helps
Onboarding problems may be discussed in a project channel while the actual customer follow-up remains unclear.
- Make blockers visible in the support workflow.
- Keep the customer issue from getting lost in project chatter.
- Help teammates pick up follow-up without reconstructing the conversation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Freshdesk to Notis once through the portal.
- 2Tell Notis to create Freshdesk tickets for customer onboarding blockers reported in Slack, or create the automation in the portal.
- 3Use a single plain-language instruction to explain what counts as a blocker and the context to preserve.
- 4Choose Slack Channel Message Received, select a reporting channel, and test with one real onboarding blocker.
Questions about this workflow
Does this automate onboarding steps?
No. It creates a Freshdesk ticket when a Slack message reports an onboarding blocker.
Can this cover setup questions too?
Describe which setup problems need support follow-up in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Freshdesk. A trigger fires from one place; an action lands in another.
Slack triggers
Freshdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Ticket
Creates a new ticket in freshdesk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Ticket
Deletes an existing ticket in freshdesk.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Tickets
Retrieves a list of tickets from freshdesk.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List All Tickets
Lists all tickets in freshdesk.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Reply to Ticket
Replies to an existing ticket in freshdesk.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Update Ticket
Updates an existing ticket in freshdesk.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
View Ticket
Views an existing ticket in freshdesk.
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 Freshdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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