Retrieve a customer profile from Slack
Send Notis a direct Slack request for a known GoSquared person, then use the retrieved profile to continue your work with 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
Get Person
Tool to retrieve a specific person profile by ID. Use when you need to fetch details of a person by their unique identifier.
Why this helps
Searching several tools for a customer profile can break focus and make follow-up feel harder to resume.
- Start profile retrieval from a direct request.
- Make customer context easier to access during follow-up.
- Avoid losing the thread while searching for a person record.
Setup
Build it in a few focused steps.
- 1Connect Slack and GoSquared to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to retrieve a GoSquared person profile when you request it in a Slack DM.
- 3Choose the Slack direct message trigger and choose where run reports are sent.
- 4Test with a real request using a known GoSquared person ID.
Questions about this workflow
Does this search by a broad query?
This action retrieves a specific person profile by ID; use the GoSquared People search action for broader searches.
Can I start this in a channel?
This workflow uses a direct message trigger.
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
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