Answer Jotform plan questions from a DM
Make a plan question simple to follow up. Notis can retrieve details for the Jotform plan named in a DM and report 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 System Plan
Tool to retrieve details of a specific system plan. use when you need to check limits and pricing of a plan.
Why this helps
A quick pricing question can become a distraction when you have to stop and search for plan details.
- Look up a plan from the question's context.
- Bring plan details into a run report.
- Reduce the chance of leaving a pricing question unanswered.
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 ask Notis to set it up conversationally.
- 3Use one plain-language instruction asking Notis to retrieve details for the Jotform system plan named in a DM and summarize the relevant information.
- 4Choose Direct Message Received and select a reporting channel.
- 5Test with a real DM naming a plan.
Questions about this workflow
Does the DM need to name a plan?
The action retrieves details of a specific system plan, so include the plan name in the request.
Can it compare every plan?
This workflow checks the plan identified in the message; broader comparisons may require separate lookups.
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.
Get System Plan
Tool to retrieve details of a specific system plan. use when you need to check limits and pricing of a plan.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Details
Tool to retrieve details of the authenticated user, including account and usage info. use after confirming valid api key.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
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 User Forms
Tool to retrieve a list of forms created by the authenticated user. use after setting up api key authentication.
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 User History
Tool to fetch user activity history records. use when auditing or filtering user actions by type or date.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get User Settings
Tool to retrieve the settings of the authenticated user. use after confirming a valid api key.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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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