Look Up Process Street Data From Your Slack DMs
You're in Slack and need to find a customer record or check on a project status. DM Notis with the name or ID. Notis searches Process Street and returns the matching data in Slack.
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
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
Information is scattered. You know a record exists in Process Street but searching for it requires logging in, clicking through, and re-reading. It's friction that kills momentum.
- Search Process Street without leaving Slack
- Get answers in seconds instead of minutes
- Reduce app-switching and context loss
- Searchable history of queries and responses
Setup
Build it in a few focused steps.
- 1Connect Slack and Process Street to Notis.
- 2Create an automation with the prompt: 'When I DM Notis with a customer name or project ID, search Process Street data sets and return the matching records in Slack.'
- 3Choose 'Direct Message Received' as your trigger.
- 4Tell Notis which data sets to search (e.g., Customers, Projects, Leads) and what fields to search in.
- 5Test by DMing Notis a name or ID and confirm Notis returns the matching records.
Questions about this workflow
What if my search returns multiple results?
Notis will show all matching records in Slack. You can ask for more details or tell Notis to narrow the search.
Can I search across multiple data sets at once?
Yes. Notis can search multiple data sets and return results from each.
Does this expose sensitive data in Slack?
Notis respects your Process Street permissions. Only you (and your DM thread) see the results. You can configure which fields are returned (e.g., hide payment info if needed).
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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