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Notis

Keep customer details current with less retyping

When a Slack update clearly corrects a customer detail, Notis can update the matching JobNimbus contact.

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

Update Contact

Tool to update an existing contact. use when you have a contact's jnid and need to modify its fields. call after fetching or creating a contact.

Why this helps

Customer details can be corrected in conversation but remain outdated in the system of record.

  • Reduce duplicate entry of confirmed customer updates.
  • Keep customer information aligned with what the team agreed in Slack.
  • Avoid treating tentative discussion as a record change.

Setup

Build it in a few focused steps.

  • 1Connect Slack and JobNimbus to Notis once in the portal.
  • 2Create the automation in the portal or describe the desired outcome to Notis.
  • 3Ask Notis in one plain-language instruction to update an existing JobNimbus contact only when a Slack channel message clearly confirms a changed customer detail.
  • 4Select the Slack channel message trigger and choose a channel for run reports.
  • 5Test with one real, confirmed customer detail update and review the resulting contact.

Questions about this workflow

Will this create a contact when none exists?

This workflow uses the update contact action for an existing contact. Ask Notis to act only when it can identify the right contact.

Can it use an unconfirmed detail?

The instruction should require a clear confirmation before changing a contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Jobnimbus. A trigger fires from one place; an action lands in another.

Slack triggers

Jobnimbus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Location

Tool to create a new location in jobnimbus. use after gathering address and contact details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Activity by ID

Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Contact by ID

Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

List Contacts

Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Create File Attachment Type

Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create Material Order

Tool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create Task

Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Create Workflow Status

Tool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Jobnimbus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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