Find Customer.io transactional templates from Slack DMs
Ask in a private Slack message and get the transactional template information you need without context switching.
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
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
Template lookups interrupt focused work and are easy to forget when handled manually.
- Makes template discovery conversational
- Keeps sensitive requests in DMs
- Returns details to the requesting user
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Customerio once in Notis.
- 2Create an automation for transactional template requests.
- 3Tell Notis to interpret the DM, list matching Customer.io transactional messages, and summarize the best match.
- 4Pick Direct Message Received as the trigger.
- 5Choose a report channel, then test with one real template request.
Questions about this workflow
Does this send a message automatically?
No. This workflow lists transactional templates and summarizes the result.
Can the response include template metadata?
Yes, Notis can include the details returned by Customer.io.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Customerio. A trigger fires from one place; an action lands in another.
Slackbot triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
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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 Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Slackbot and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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