Answer customer status questions with existing records
Use a Slack question as a cue to retrieve matching customer records from Knack and bring existing context into the conversation.
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 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.
Why this helps
Customer status checks can pull founders away from current work while they search the database manually.
- Reduce manual context switching for routine status questions.
- Retrieve full object records when appropriate for the team's task.
- Use existing database information as the starting point for a response.
Setup
Build it in a few focused steps.
- 1Connect Slack and Knack to Notis once through the portal.
- 2Create an automation prompt describing customer status questions and how Notis should search the relevant Knack object.
- 3Choose Slack Channel Message Received and set a channel for run reports.
- 4Test with one real question about a known customer and verify the match is correct.
Questions about this workflow
Why use object records here?
The object-record list can retrieve records and fields from the Knack object, supporting a broader lookup than a view limited to displayed fields.
Will every customer mention trigger a lookup?
Tell Notis to search only when a message is asking for status or existing customer context.
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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