Look Up Data From Process Street in Your Slack Channels
Post 'lookup:customer-acme' in your #support channel. Notis searches your Process Street data sets and returns the customer record in the thread. Your team gets answers without app-switching.
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
Find Data Set Rows
This tool allows you to search for records within a data set based on form fields. it's useful for retrieving specific records from a data set when you need to find matching entries based on certain criteria.
Why this helps
Support, sales, or ops team members need information that's stored in Process Street. They have to log in and search, or they ask you. It becomes a bottleneck.
- Share data without leaving Slack
- Self-service lookup for team members
- Faster answers during customer conversations
- Reduce interruptions for information requests
Setup
Build it in a few focused steps.
- 1Connect Slack and Process Street to Notis.
- 2Create an automation with the prompt: 'When someone posts a message starting with 'lookup:' in #support (or any channel), search Process Street data sets and return the matching records in the thread.'
- 3Choose 'Channel Message Received' as your trigger and specify which channels to monitor.
- 4Tell Notis which data sets to search and what the lookup format should be (e.g., 'lookup:customer-name' or 'lookup id: 12345').
- 5Test by posting a lookup message and confirming Notis returns results.
Questions about this workflow
Can I search multiple data sets with one message?
Yes. You can search across all data sets or specify which ones (e.g., 'lookup customer email in Customers data set').
What if the search returns a lot of results?
Notis will show the top matches or ask for clarification. You can refine the search or add more specific details.
Does this expose sensitive data to the whole channel?
Notis respects your data privacy. Only search for data that's appropriate to share. You can configure which fields are shown and who can use the lookup feature.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Process street. A trigger fires from one place; an action lands in another.
Slack triggers
Process street actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Complete a workflow run
This tool marks an entire workflow run as completed in process street. it updates the workflow run's status to 'completed', distinguishing it from process street complete task which completes individual tasks.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Workflow Run
This tool creates a new workflow run from a specified workflow template. it is one of the most fundamental operations in process street, allowing users to initiate a new instance of a workflow. the tool requires a workflow template id and optionally allows setting a custom name, due date, and whether to enable a share link.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Find Data Set Rows
This tool allows you to search for records within a data set based on form fields. it's useful for retrieving specific records from a data set when you need to find matching entries based on certain criteria.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Workflows
This tool retrieves a list of all workflows available in the process street account. it is a fundamental action that allows users to view and access all their workflows, which is essential for other operations that require workflow ids. this action is important because it provides the foundation for other actions that require workflow ids as input parameters, such as creating workflow runs or managing workflow-specific tasks, thereby enabling better workflow management and automation.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Undelete Workflow Run
This tool allows you to restore a previously deleted workflow run in process street. it uses the put /v1.1/workflow-runs/{workflowrunid}/undelete endpoint to recover a workflow run within a valid recovery period. it complements the existing process street delete workflow run action by providing a data recovery option to correct deletion mistakes.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
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When this happens · Trigger
Do this · Action
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