Fetch Insighto contact context for Slack escalations
Give the team a quick profile lookup when a customer escalation includes a valid contact ID.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Escalations are harder to handle when customer context is missing and someone has to interrupt their work to find it.
- Add profile context to a clearly identified escalation.
- Reduce back-and-forth to find the customer record.
- Keep the lookup connected to the team discussion.
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 retrieve contact context for identified escalations.
- 3Use one instruction to fetch an Insighto profile only when an escalation message includes a valid contact ID.
- 4Select Slack Channel Message Received as the trigger and choose where Notis should report runs.
- 5Test with a real escalation and an authorized contact ID.
Questions about this workflow
What if the escalation has no contact ID?
The action requires a valid contact ID, so the instruction should skip the lookup until one is available.
Does this send a customer reply?
No. It retrieves profile details for the team; it does not message the customer.
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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