Turn Slack referrals into lead intake submissions
When someone shares a prospective customer in a Slack channel, have Notis send the referral details to your Getform form for follow-up.
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
Submit Form
Tool to submit form data and files to a Getform endpoint. Use when you need to post fields, files, optional reCAPTCHA or honeypot to a specific form ID.
Why this helps
A promising referral can disappear in a busy channel before you have time to add it to your lead process.
- Keep referrals out of the scrollback and in your existing intake flow.
- Reduce the effort of copying context between tools.
- Preserve the useful details shared with the referral.
Setup
Build it in a few focused steps.
- 1Connect Slack and Getform to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally for one that submits channel-shared customer referrals to your Getform form.
- 3Pick Slack Channel Message Received as the trigger and choose where Notis reports runs.
- 4Test it with one real referral message and check the resulting Getform submission.
Questions about this workflow
Does this capture referrals from direct messages?
No. This workflow uses the Slack channel message trigger, which does not match direct messages.
Do I need to map referral fields?
No. Describe the information to include in the plain-language automation prompt; Notis interprets it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Getform. A trigger fires from one place; an action lands in another.
Slack triggers
Getform actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Form Submission
Tool to retrieve a specific submission by its ID. Use when you have both form_id and submission_id and need that single record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Form Submissions
Tool to retrieve submissions for a specific form. Use when you have a form ID and need paginated, searchable submissions optionally including file URLs.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Submit Form
Tool to submit form data and files to a Getform endpoint. Use when you need to post fields, files, optional reCAPTCHA or honeypot to a specific form ID.
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 Getform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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