Check customer contacts from Slack
Turn a customer-related DM into a quick Helpdesk contact lookup.
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 Contacts
Tool to list contacts. Use when you need to retrieve contacts with optional filters and pagination.
Why this helps
A founder may have to leave a focused conversation to verify which customer or contact a message refers to.
- Cuts down tool switching during customer discussions
- Helps distinguish customers with similar names
- Returns the contact context where the question started
Setup
Build it in a few focused steps.
- 1Connect Slack and Helpdesk to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Write one instruction asking Notis to search Helpdesk contacts using the person or company mentioned in a Slack DM and summarize likely matches.
- 4Choose the Slack direct message trigger and a channel for run reports.
- 5Test with a real DM that mentions a known customer.
Questions about this workflow
Can this find contacts by email or name?
Ask Notis to use the identifying details included in the DM. The Helpdesk contact action supports listing contacts with optional filters and pagination.
Will the workflow contact the customer?
No. It only looks up Helpdesk contact records and reports the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Helpdesk. A trigger fires from one place; an action lands in another.
Slack triggers
Helpdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Agents
Tool to list agents. Use when you need to retrieve all agents on the account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Canned Responses
Tool to list canned responses. Use when you need to retrieve all predefined reply templates for tickets.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Contacts
Tool to list contacts. Use when you need to retrieve contacts with optional filters and pagination.
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 Custom Fields
Tool to list all custom fields defined in the account. Use when you need to view or manage custom fields. Only callable after authentication.
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 Email Domains
Tool to list email domains configured for the account. Use when you need to retrieve all configured email domains 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 Licenses
Tool to list all licenses for an account. Use when you need to retrieve license configurations.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Reply Addresses
Tool to retrieve reply addresses. Use when you need to fetch all configured reply email addresses.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Rules
Tool to retrieve a list of rules configured in the account. Use after authentication when you need an overview of all automation rules.
Connect any two apps with Notis in the middle.
Slack and Helpdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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