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Answer account setting questions with a Jotform lookup

Make a settings question easier to answer. Notis can fetch Jotform account settings in response to a Slack DM and summarize the relevant information.

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 User Settings

Tool to retrieve the settings of the authenticated user. use after confirming a valid api key.

Why this helps

Small account questions often wait because the answer lives outside the conversation.

  • Resolve settings questions with fewer context switches.
  • Use the DM to explain what information matters.
  • Keep the answer in the run-report flow.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Jotform to Notis once in the portal.
  • 2Create the automation in the portal or tell Notis what it should do conversationally.
  • 3Use one plain-language instruction asking Notis to retrieve Jotform settings when a DM asks about account configuration and report relevant details.
  • 4Select Direct Message Received and choose a channel for run reports.
  • 5Test with a real DM asking about a known setting.

Questions about this workflow

Will this update the setting?

No. The action only retrieves account settings.

Can it answer using details not in the settings response?

The workflow can summarize the retrieved details, but it cannot confirm information that the action does not return.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Jotform actions

Recurring trigger

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

TriggerScheduled

Get System Plan

Tool to retrieve details of a specific system plan. use when you need to check limits and pricing of a plan.

ActionInstant

Webhook trigger

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

TriggerInstant

Get User Details

Tool to retrieve details of the authenticated user, including account and usage info. use after confirming valid api key.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get User Folders

Tool to retrieve a list of folders created by the authenticated user. use when you need to enumerate user folders after confirming valid api credentials.

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

Get User Forms

Tool to retrieve a list of forms created by the authenticated user. use after setting up api key authentication.

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

Get User History

Tool to fetch user activity history records. use when auditing or filtering user actions by type or date.

ActionInstant

Message Reaction Added

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

TriggerInstant

Get User Settings

Tool to retrieve the settings of the authenticated user. use after confirming a valid api key.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Reaction Added Trigger

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

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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