Keep warm referrals out of the Slack scroll
A referral is easier to follow up when its details are saved. Ask Notis to capture complete referrals from Slack in 2chat.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Warm referrals can fade into the channel history before someone records the contact details.
- Make complete referral details available in 2chat.
- Keep a referral's contact information together with other saved contacts.
- Reduce the manual handoff between a channel post and a contact list.
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 referrals from Slack as 2chat contacts.
- 3Give Notis one plain-language rule to require a first name and verified contact detail, and to act only when the post clearly describes a referral.
- 4Pick the Slack channel-message trigger and choose a run-report channel.
- 5Test with one referral post and check the resulting contact in 2chat.
Questions about this workflow
Can it tell whether a message is a referral?
Describe the referral context in the instruction and have Notis skip posts that do not clearly introduce a person.
Can it create a contact from a name alone?
The instruction should require a first name and at least one verified contact detail before creating the contact.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 2chat.