Check prospect identity from a Slack DM request
When a DM asks for a prospect profile check, Notis can look up the person in Apollo using the details provided.
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
Enrich person with Apollo
Enriches and retrieves information for a person from apollo.io, requiring one of: `email`, `hashed email`, `id`, `linkedin url`, or (`first name` and `last name` with `organization name` or `domain`) for matching; `webhook url` must be provided if `reveal phone number` is true.
Why this helps
Before responding to a new lead, founders may need to leave Slack and manually verify who they are speaking with.
- Start a profile check from the place the question appears.
- Reduce repetitive context switching for prospect verification.
- Help the team prepare with more confidence.
Setup
Build it in a few focused steps.
- 1Connect Slack and Apollo to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Tell Notis in one plain-language instruction to enrich a person in Apollo when a DM explicitly requests an identity check and provides sufficient matching details.
- 4Select the Slack Direct Message Received trigger and choose where run reports should go.
- 5Test with one request containing a person's name and organization or another valid identifier.
Questions about this workflow
Can this reveal a phone number?
Phone reveal requires a webhook URL and is not necessary for this profile check. Keep the request focused on profile enrichment unless that setup is explicitly intended.
What identifiers can help Apollo match a person?
Apollo can match using an email, ID, LinkedIn URL, or a name together with organization or domain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Apollo. A trigger fires from one place; an action lands in another.
Slack triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Slack and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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