Look up Insighto contact profiles from Slack
Ask for a contact profile in a DM and let Notis retrieve the matching Insighto details.
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 Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Why this helps
Looking up a single customer profile can break focus when the contact ID and details have to be found across tools.
- Keep single-contact lookups tied to a clear request.
- Reduce time spent navigating to a customer record.
- Make the needed contact ID explicit before retrieval.
Setup
Build it in a few focused steps.
- 1Connect Slack and Insighto ai to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to look up a profile when you provide its contact ID.
- 3Write one instruction to retrieve an Insighto contact profile only when a DM includes a valid contact ID and asks for details.
- 4Select Slack Direct Message Received as the trigger and choose where Notis should report runs.
- 5Test with a real contact ID you are authorized to look up.
Questions about this workflow
What does the request need?
It should include a valid Insighto contact ID and clearly ask for that contact's profile.
Does it update the contact?
No. The action retrieves profile details and does not update the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Insighto ai. A trigger fires from one place; an action lands in another.
Slack triggers
Insighto ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Intent
Tool to create a new intent in insighto.ai. use when adding custom intents before training or deployment. call after confirming intent attributes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Provider
Tool to create a new provider. use after obtaining org id to register the provider.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Widget
Tool to create a new widget with specified attributes. use after confirming assistant id and widget type.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get List Of Contacts
Tool to fetch a paginated list of contacts. use after confirming a valid api key to iterate through pages of contacts.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get List Of Conversations
Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get List Of Datasources
Tool to list all existing data sources. use when you need to fetch the complete set of data sources.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Read Contact Custom Field List
Tool to retrieve a list of custom fields associated with contacts. use when you need to inspect or sync contact metadata definitions.
Connect any two apps with Notis in the middle.
Slack and Insighto ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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