Move client requests from DMs into your intake
Keep an actionable client request visible after the direct message has slipped out of view.
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
Create object record
Tool to create a new record in a specific Knack object. Use when you need to add new data to a Knack database object. Requires object-based API key authentication.
Why this helps
Important requests in DMs can be mistaken for ordinary conversation and missed during a busy day.
- Make actionable requests easier to triage in Knack.
- Reduce copying details between chat and a business database.
- Create a durable trail for later follow-up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Knack to Notis once through the portal.
- 2Create a portal automation with a prompt to recognize actionable client requests in DMs and save their useful details in Knack.
- 3Select Slack Direct Message Received and choose a channel for run reports.
- 4Test with one real, appropriate request and check the new intake record.
Questions about this workflow
Does the trigger include group channels?
This workflow uses the direct message trigger, which receives DMs across Slack DM channels.
How do I avoid capturing casual messages?
Tell Notis to create a record only when the message contains a concrete request that needs action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Knack. A trigger fires from one place; an action lands in another.
Slack triggers
Knack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create object record
Tool to create a new record in a specific Knack object. Use when you need to add new data to a Knack database object. Requires object-based API key authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create View Record
Tool to create a new record through a form view in Knack. Use when you need to add a record to a Knack object using a form view interface. Only fields that exist in the form will be used, and any record rules configured on the form will be triggered.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Object Record
Tool to delete a single record from a specific Knack object by its ID. Use when you need to permanently remove a record from an object. This action is permanent and cannot be undone. Requires API key authentication (X-Knack-Application-Id and X-Knack-REST-API-KEY headers).
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete View Record
Tool to delete a record through a view that contains a delete link. Works with tables, lists, searches, calendars, and details views. This operation is permanent and cannot be undone. Use only after confirming the correct scene_key, view_key, and record_id.
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 Object Record
Tool to retrieve a single record by its ID from a specific Knack object. Returns the complete record with all field values in both formatted and raw formats. Use this for object-based access which requires API key authentication.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Object Records
Tool to retrieve multiple records from a specific Knack object (table). Returns up to 1000 records per page with pagination support. Use this for object-based access which requires API key authentication and provides full access to all fields and records. Supports filtering by field values and sorting by field keys.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List View Records
Tool to retrieve multiple records from a specific Knack view (tables, lists, searches, calendars). Use when you need to fetch data from a view with pagination support. Returns only fields included in the view configuration.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Update object record
Tool to update an existing record in a specific Knack object. Use when you need to modify field values in an existing record. Only fields provided in the request will be updated; all other fields remain unchanged.
Connect any two apps with Notis in the middle.
Slack and Knack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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