Find Agiled users from Slack DMs
Resolve account ownership questions without opening another directory.
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 Users
Tool to retrieve a list of users from agiled. use when you need the full user directory for selection or validation.
Why this helps
A missing Agiled user id can block task or ticket creation during a fast Slack conversation.
- Unblock downstream actions
- Reduce identity errors
- Keep lookup work conversational
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Agiled once in Notis.
- 2Create an automation that retrieves Agiled users for qualifying identity requests.
- 3Pick Direct Message Received as the trigger.
- 4Choose a report destination and test with one real user lookup request.
Questions about this workflow
Can this create a task after the lookup?
This workflow only retrieves users. A separate automation can use the returned context for a later task or ticket request.
What should I include in the DM?
Include a name, email, role, or other identifying context when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Agiled. A trigger fires from one place; an action lands in another.
Slackbot triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
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 Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user 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 Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Slackbot and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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