Plan customer onboarding gestures with less effort
A key onboarding moment can prompt Notis to return active Goody product options, giving the team an easy starting point for a welcome gesture.
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 All Active Products
Tool to list all active products. Use when you need to fetch available active products with pagination and filters.
Why this helps
Customer onboarding has many moving parts, so optional gestures can get lost even when the team values them.
- Give an onboarding milestone a clear planning next step.
- Keep product research tied to the customer context in Slack.
- Help founders follow through without relying on memory alone.
Setup
Build it in a few focused steps.
- 1Connect Slack and Goody to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis to retrieve active Goody products when an important customer onboarding moment is shared in Slack.
- 3Use one plain-language instruction to describe the relevant moment and summarize suitable product options for human review.
- 4Choose the channel message trigger and a channel for run reports, then test with one real onboarding milestone.
Questions about this workflow
Does the workflow choose a gift for the customer?
No. It retrieves active products. A person chooses whether any option fits.
Can this be limited to important onboarding moments?
Describe the moments that qualify in the plain-language instruction and test it with a representative announcement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Goody. A trigger fires from one place; an action lands in another.
Slack triggers
Goody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Calculate Price for Order Batch
Tool to estimate per-recipient and total price for an order batch. Use when you want to preview costs before creating the batch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List All Active Cards
Tool to list all active digital greeting cards. Use when you need to fetch available card options before sending.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List All Active Products
Tool to list all active products. Use when you need to fetch available active products with pagination and 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 All Order Batches
Tool to list all order batches. Use when you need to paginate through your account's order batches.
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 All Orders
Tool to retrieve a list of all orders. Use when you need to fetch paginated order data associated with the account after authenticating.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List All Payment Methods
Tool to list all payment methods. Use when you need to retrieve all payment methods 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 All Workspaces
Tool to list all workspaces. Use when you need to retrieve all workspaces associated with the account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Retrieve Current User
Tool to retrieve current authenticated user information. Use after authentication to fetch the current user’s account details.
Connect any two apps with Notis in the middle.
Slack and Goody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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