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Make refund requests easier to follow up on

Refund requests can be sensitive and time-bound. Capture them in Freshdesk when they surface in Slack so review does not depend on a reminder in your head.

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

A refund request may be acknowledged in Slack but never reach the queue where the team can review its status.

  • Give refund requests a trackable support record.
  • Reduce the risk of an unanswered billing concern.
  • Keep the Slack context available for the person reviewing the ticket.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Freshdesk to Notis once in the portal.
  • 2Ask Notis to create Freshdesk tickets for refund requests reported in Slack, or create the automation in the portal.
  • 3Use one plain-language instruction to describe which refund requests need review and the context to retain.
  • 4Choose Slack Channel Message Received as the trigger, set the run-report channel, and test with one real refund request.

Questions about this workflow

Will this issue a refund?

No. The selected action creates a Freshdesk ticket so a person can review and follow up on the request.

Can it capture other billing concerns?

Describe the specific support requests to capture in the prompt, such as refund requests that need review.

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.

TriggerScheduled

Create Ticket

Creates a new ticket in freshdesk.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Ticket

Deletes an existing ticket in freshdesk.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Tickets

Retrieves a list of tickets from freshdesk.

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

List All Tickets

Lists all tickets in freshdesk.

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

Reply to Ticket

Replies to an existing ticket in freshdesk.

ActionInstant

Message Reaction Added

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

TriggerInstant

Update Ticket

Updates an existing ticket in freshdesk.

ActionInstant

Message Reaction Removed

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

TriggerInstant

View Ticket

Views an existing ticket in freshdesk.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

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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