Bring the right teammate into a prospect discussion
Route a prospect conversation to the teammate who can help, with an invitation to the existing Slack channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Invite users to a Slack channel
Invites users to an existing slack channel using their valid slack user ids.
Why this helps
A prospect may need input from another teammate, but finding the channel and inviting the right person adds friction.
- Bring a named teammate into an existing discussion
- Make prospect collaboration easier to route
- Keep relevant context in the channel
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Slack once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language to create one.
- 3Describe when collaboration is needed and provide the existing Slack channel and valid Slack user IDs in the request or accessible context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real prospect and the intended channel members.
Questions about this workflow
Does this create a Slack channel?
No. It invites specified Slack users to an existing channel.
What details are required to invite someone?
The workflow needs the existing channel and valid Slack user IDs. Aeroleads contact records alone do not necessarily provide Slack user IDs.
Can Notis decide who should be invited?
State the routing rule and ensure the required teammate identity and Slack user ID are available. Missing team ownership rules must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Slack. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Aeroleads and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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