Make customer list reviews easier to begin
When someone asks in Slack to review customer records, Notis can retrieve the JobNimbus contact list to support the check.
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
List Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Why this helps
A request to inspect customer records can become another task to remember before the review even starts.
- Turn a clear review request into a concrete information-gathering step.
- Reduce the time spent navigating to a contact overview.
- Help the team start its customer record check with the relevant list.
Setup
Build it in a few focused steps.
- 1Connect Slack and JobNimbus to Notis once in the portal.
- 2Create an automation through the portal or describe the desired outcome to Notis.
- 3In one plain-language instruction, ask Notis to list JobNimbus contacts when a Slack channel message clearly requests a contact review.
- 4Select the Slack channel message trigger and choose where Notis should report runs.
- 5Test with one real channel message requesting a customer contact review.
Questions about this workflow
Does listing contacts change any records?
No. This action retrieves a contact list.
Can it automatically identify a specific contact?
This action lists contacts. For a specific record lookup, use a separate workflow based on a confirmed contact ID.
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.
Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Activity by ID
Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Contact by ID
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
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 Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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'.
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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