Keep prospect details from Slack DMs
Move a complete prospect detail from a private Slack conversation into 2chat, where it is easier to find when follow-up time comes.
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
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Why this helps
Prospect details tucked into DMs can disappear beneath newer conversations.
- Preserve prospect details shared in direct messages.
- Create contacts only when the message has enough information to identify and reach someone.
- Avoid reopening old conversations to recover a phone number or email.
Setup
Build it in a few focused steps.
- 1Connect Slack and 2chat to Notis once in the portal.
- 2Create an automation in the portal, or tell Notis to save complete prospect details from Slack DMs as 2chat contacts.
- 3Write one instruction asking Notis to verify a first name and at least one contact detail before creating a contact.
- 4Pick the Slack direct-message trigger and choose a channel for run reports.
- 5Test with one DM containing a prospect's first name and a verified phone number or email.
Questions about this workflow
Does this run for Slack channel posts?
No. This workflow is for Slack direct messages. A separate channel-message automation can handle introductions posted in channels.
What counts as complete details?
Ask Notis to require a first name and at least one verified detail such as a phone number, email, or address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to 2chat. A trigger fires from one place; an action lands in another.
Slack triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Tool to retrieve current api usage and account information. use when you need to monitor your remaining quotas before sending more requests.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Contacts
Tool to list all contacts in your 2chat account. use when you need to retrieve your contact list after confirming your account connection.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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