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Review customer activity from a Slack DM

When a follow-up needs context, ask Notis privately to retrieve the person's GoSquared event feed and bring the relevant activity into view.

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

GoSquared - Get Person Feed

Tool to retrieve a specific person's event feed in reverse chronological order. Use after confirming the personID.

Why this helps

Remembering to gather a customer's recent activity before replying can create extra mental load and delay follow-up.

  • Gather a person's recent activity when preparing a reply.
  • Keep follow-up preparation attached to the direct request.
  • Reduce the chance that a useful customer signal is missed.

Setup

Build it in a few focused steps.

  • 1Connect Slack and GoSquared to Notis once in the portal.
  • 2Create the automation or tell Notis to retrieve a GoSquared person's event feed when you request it by Slack DM.
  • 3Select the Slack direct message trigger and choose a channel for run reports.
  • 4Test with a real request that identifies a person by an available GoSquared ID.

Questions about this workflow

What does the action retrieve?

It retrieves a specific person's event feed in reverse chronological order.

What does the request need?

Provide the person's identifier needed to find their GoSquared profile.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Gosquared. A trigger fires from one place; an action lands in another.

Slack triggers

Gosquared actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Shared User

Tool to add a new shared user to a project. Use when inviting team members via their email address.

ActionInstant

Webhook trigger

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

TriggerInstant

Remove shared user

Tool to remove a user from a GoSquared project. Use when you need to revoke a shared user's access to your site.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Account Shared Users

Tool to retrieve all team members that have access to a given project. Use after specifying the project to inspect user access.

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 Account Sites

Tool to list all projects/sites accessible to the authenticated account. Use when you need to retrieve the account's sites in either grouped or flat format.

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

Check API Token Validity and Scopes

Tool to check whether an API key is valid and retrieve its enabled scopes. Use when verifying API credentials before making further API calls.

ActionInstant

Message Reaction Added

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

TriggerInstant

Retrieve Chat Conversation

Tool to retrieve a chat conversation by its ID. Use when you need the full conversation history after obtaining a chat session ID.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Retrieve Chat Messages

Tool to retrieve a list of messages from a chat conversation. Use after identifying the chatID via listing chat conversations to page through a chat's message history.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Retrieve Chat Conversations

Tool to retrieve chat data for reporting purposes. Use when you need to list active chat conversations within a specific time window.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Gosquared, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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