Find the Slack channel that fits each Callingly handoff
Search for the conversation space that matches each lead handoff, then include the results in the Notis run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find channels
Find channels in a slack workspace by any criteria - name, topic, purpose, or description.
Why this helps
A lead handoff loses time when the team first has to work out which Slack channel owns the conversation.
- Surface candidate channels based on lead context
- Make channel discovery part of a regular review
- Reduce time spent asking where a lead belongs
Setup
Build it in a few focused steps.
- 1Connect Callingly and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the lead channel review.
- 3Tell Notis to review Callingly lead activity and find Slack channels matching each handoff's context, then summarize candidates in the run report.
- 4Pick the cron schedule and choose where run reports should go.
- 5Test with one real handoff and check that the channel search returns useful candidates.
Questions about this workflow
Does this automatically post into the channel it finds?
No. The selected action finds channels and the run report can present the candidate results.
What makes a channel match a lead?
Give Notis useful context such as the lead name, company, or handoff topic, and specify how to use it when searching.
Can it run on a schedule?
Yes. Choose a recurring cron schedule that suits your lead review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Slack. A trigger fires from one place; an action lands in another.
Callingly 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.
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.
Callingly and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Slack.