Find the right Connecteam form in Slack
Get the form recommendation 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 Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Teams lose time opening several forms to find the one that fits a process.
- Speeds up process execution
- Uses the current form catalog
- Keeps sensitive questions private
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Connecteam once in the Notis portal.
- 2Create an automation named DM form discovery.
- 3Tell Notis to understand the requested process, retrieve Connecteam forms, and explain the best matching options.
- 4Pick Direct Message Received as the trigger and choose where reports go.
- 5Test with one real form question.
Questions about this workflow
Can it inspect form submissions?
No. This workflow retrieves form definitions only.
What if multiple forms are similar?
Notis can list the closest options and explain the distinction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Connecteam. A trigger fires from one place; an action lands in another.
Slackbot triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
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 Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
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 Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields 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 Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Slackbot and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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