Make account setup reviews easier to start
When your team decides in Slack to check JobNimbus setup options, Notis can retrieve the account settings for review.
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 Account Settings
Tool to retrieve account-wide settings (workflows, types, sources). use after authenticating to load or refresh workflow and source mappings.
Why this helps
A setup decision can be forgotten or delayed when there is no clear next step after the discussion.
- Turn a clear setup decision into an immediate information-gathering step.
- Reduce the effort of remembering where account-wide options are listed.
- Give the next configuration discussion a current reference point.
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 tell Notis the intended outcome in plain language.
- 3Ask Notis to retrieve JobNimbus account settings when a Slack channel message clearly requests a review of workflow or source options.
- 4Select the Slack channel message trigger and choose a channel for run reports.
- 5Test with one real message explicitly requesting that account settings be reviewed.
Questions about this workflow
Does this change JobNimbus settings?
No. The action retrieves account-wide settings for reference.
Should every settings discussion run it?
Use a clear request to review account options so casual mentions do not trigger the lookup.
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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