Find Cloudcart customers from Slack DMs
Get the customer slice you need without leaving the 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 all customers. use when you need to display or process multiple customer profiles. note: the response is paginated; use page[number] and page[size] to control pagination.
Why this helps
Customer lookups interrupt focus because the requested segment must be assembled manually.
- Reduce lookup time
- Support faster customer operations
- Return structured results for review
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Cloudcart in Notis once.
- 2Create an automation for customer list requests.
- 3Tell Notis to interpret the requested scope, retrieve the matching paginated customers, and summarize the result.
- 4Pick Direct Message Received as the trigger and choose where reports go.
- 5Test with one real customer lookup request.
Questions about this workflow
Can it handle pagination?
Yes, instruct Notis to use the requested page number and page size when retrieving customers.
Can it expose every customer field?
It can summarize the fields returned by Cloudcart, subject to the connected account permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Cloudcart. A trigger fires from one place; an action lands in another.
Slackbot triggers
Cloudcart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add to Cart
Tool to add an item to the cart. use after confirming a product selection with desired quantity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clear Cart
Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Category
Tool to create a new category. use when you need to add organizational structure to your product catalog.
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 Customer
Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Order
Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Product
Tool to create a new product. use when you have all details and want to add it to cloudcart.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Variant
Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Variant Option
Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.
Connect any two apps with Notis in the middle.
Slackbot and Cloudcart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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