Sales Lead Follow-Up Automation
New lead arrives via webhook. Notis creates a Slack reminder to follow up within 24 hours.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Leads arrive but get buried. Response times slip from days to weeks. Deals are lost because follow-up was forgotten.
- Leads get followed up on within hours, not days
- Sales team doesn't have to remember who to call—Slack reminds them
- Faster response times = more closed deals
- No leads slip through the cracks
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Slack to Notis.
- 2Set up a webhook in your CRM or lead capture tool pointing to Notis.
- 3Tell Notis: 'When a new lead arrives, create a Slack reminder to follow up in 24 hours.'
- 4Select notis_webhook as your trigger.
- 5Test by triggering a lead webhook and verifying the Slack reminder appears.
Questions about this workflow
How long should I wait before reminding about follow-up?
24 hours is ideal for hot leads. You can customize: 2 hours for warm leads, next business day for cold leads, etc.
Can I include lead details in the reminder?
Yes. Company name, contact person, budget, or any data from the webhook can appear in the reminder.
What if the lead doesn't need follow-up?
You can dismiss the reminder in Slack, and it won't repeat. Or assign it to someone else.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Slack. A trigger fires from one place; an action lands in another.
Agent mail triggers
Slack actions
New Email Received
Trigger for new emails in an AgentMail inbox
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Agent mail and Slack. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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