Run a Gift Up report lookup from a Slack DM
A private follow-up can start with a direct message. Notis retrieves Gift Up report transactions and summarizes the requested context.
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
List Report Transactions
Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.
Why this helps
Report questions often require a manual lookup and a second pass to get the answer back to the person who asked.
- Make private report requests easier to complete.
- Reduce the gap between lookup and follow-up.
- Keep repeat transaction questions from causing avoidable tool switching.
Setup
Build it in a few focused steps.
- 1Connect Slack and Gift Up to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Give one plain-language instruction to retrieve relevant Gift Up report transactions when a Slack DM asks for transaction context, then summarize the result.
- 4Select Direct Message Received and choose where Notis reports runs.
- 5Test with a real DM requesting transaction context.
Questions about this workflow
Can the action return filtered report data?
The transaction report action supports optional filters. State the requested scope in the instruction for Notis to interpret.
Does the workflow alter transaction records?
No. It retrieves report data for review and does not edit transactions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Gift up. A trigger fires from one place; an action lands in another.
Slack triggers
Gift up actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Gift Cards
Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.
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 Item Groups
Tool to list item groups. Use when you need to retrieve all item groups for filtering items by group.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
List Items
Tool to list items. Use when you need to retrieve all items available for sale, optional filter by groupId.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Locations
Tool to list all locations. Use when you need to retrieve all locations associated with the account.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Report Transactions
Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List GiftUp Users
Tool to list all users. Use when you need to retrieve all users who have access to your Gift Up! account.
Connect any two apps with Notis in the middle.
Slack and Gift up, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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