Review possible duplicate Ascora customers from Slack
Turn a duplicate concern into a focused customer record review while the evidence is fresh.
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
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Duplicate customer records spread when concerns stay buried in conversation.
- Surfaces likely duplicates
- Keeps evidence tied to the message
- Supports deliberate cleanup
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Ascora in Notis once.
- 2Create an automation named Channel customer duplicate review.
- 3Tell Notis to retrieve Ascora customers related to a duplicate concern and summarize likely matches without deleting anything.
- 4Pick Channel Message Received as the trigger and choose a report destination.
- 5Test with one real duplicate concern.
Questions about this workflow
Will it merge or delete duplicates?
No. It only retrieves and summarizes records for a human decision.
What evidence can it use?
It can use the message context and returned customer data, and should flag missing evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Ascora. A trigger fires from one place; an action lands in another.
Slackbot triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
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 Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slackbot and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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