Look up Ascora customers from Slack DMs
Get customer context in the same private conversation where a teammate asks for it.
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 Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Finding a customer record means leaving Slack, searching another system, and losing the thread.
- Shortens lookup time
- Keeps sensitive requests in the DM
- Returns current customer records
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Ascora in Notis once.
- 2Create an automation named DM customer lookup.
- 3Tell Notis to identify the requested customer and return the relevant Ascora customer records with a concise summary.
- 4Pick Direct Message Received as the trigger and select a report destination.
- 5Test with one real customer lookup DM.
Questions about this workflow
Can this search by partial customer name?
Yes, if the Ascora results support it and your prompt tells Notis to handle likely matches carefully.
Does it edit customer data?
No. This workflow only retrieves and summarizes customer records.
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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