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Start Gift Up reconciliation checks from Slack

Keep reconciliation questions tied to their source. A channel request can prompt Notis to retrieve Gift Up report transactions for review.

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

List Report Transactions

Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.

Why this helps

Reconciliation tasks are easy to fragment across chat, reports, and reminders when each lookup starts manually.

  • Start a report lookup where the reconciliation question appears.
  • Make it easier to keep context with follow-up discussion.
  • Reduce manual repetition in routine report checks.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Gift Up once through the Notis portal.
  • 2Create an automation in Automations or ask Notis conversationally.
  • 3In one plain-language instruction, ask Notis to retrieve relevant Gift Up report transactions when a Slack channel message requests reconciliation context and summarize them.
  • 4Select Slack Channel Message Received and choose a run-report channel.
  • 5Test using a real reconciliation request in Slack.

Questions about this workflow

Does this mark transactions as reconciled?

No. It retrieves report transactions for review and does not change transaction status.

Can it include a requested period?

The action supports optional filters. State the relevant period in the instruction for Notis to interpret when retrieving report data.

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.

TriggerScheduled

Get Checkout Settings

Tool to retrieve the current checkout settings. Use when you need to display or audit your checkout configuration.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Company Details

Tool to retrieve company details. Use when you need to fetch the current company associated with the API key.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

List Gift Cards

Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.

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 Item Groups

Tool to list item groups. Use when you need to retrieve all item groups for filtering items by group.

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

List Items

Tool to list items. Use when you need to retrieve all items available for sale, optional filter by groupId.

ActionInstant

Message Reaction Added

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

TriggerInstant

List Locations

Tool to list all locations. Use when you need to retrieve all locations associated with the account.

ActionInstant

Message Reaction Removed

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

TriggerInstant

List Report Transactions

Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

List GiftUp Users

Tool to list all users. Use when you need to retrieve all users who have access to your Gift Up! account.

ActionInstant

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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