Find a GoSquared People profile from a DM
Ask Notis in a direct message to search GoSquared People, keeping a customer lookup private and quick to start.
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 People
Tool to search and filter People CRM profiles. Use when you need to retrieve a list of people based on query terms, specific property or event filters, sorting, and pagination.
Why this helps
A customer lookup can become a context switch that interrupts a conversation or follow-up already underway.
- Start a People search from a private Slack conversation.
- Reduce friction when locating a customer profile.
- Keep the reason for a lookup close to the request.
Setup
Build it in a few focused steps.
- 1Connect Slack and GoSquared to Notis once in the portal.
- 2Create the automation or ask Notis in plain language to search GoSquared People when you send a profile lookup request by DM.
- 3Choose the Slack direct message trigger and select where run reports should go.
- 4Test with a real search using a non-sensitive customer identifier.
Questions about this workflow
Will a channel message start this workflow?
No. This workflow uses the Slack direct message trigger.
Does this update the profile?
No. The selected GoSquared action searches and retrieves matching People profiles.
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.
Add Shared User
Tool to add a new shared user to a project. Use when inviting team members via their email address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
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 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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gosquared.