Bring Ascora customer context into onboarding DMs
Give onboarding work the customer details it needs without leaving the private conversation.
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
Onboarding slows when customer context has to be searched manually after each request.
- Speeds onboarding preparation
- Reduces repeated searches
- Keeps context near the request
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Ascora in Notis once.
- 2Create an automation named DM customer onboarding context.
- 3Tell Notis to retrieve matching Ascora customers from onboarding DMs and summarize the relevant context and any missing identifiers.
- 4Pick Direct Message Received as the trigger and choose a report destination.
- 5Test with one real onboarding DM.
Questions about this workflow
Can it create a customer record?
No. This workflow retrieves existing Ascora customers.
What if the customer name is ambiguous?
Notis can list likely matches and request a more specific identifier.
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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