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Get phone context for sales leads in Slack

Start a Callerapi number lookup from the sales conversation, so your next action can use details already gathered.

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

Get Phone Number Information

Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).

Why this helps

A lead shared in chat can create an open loop: remember to check the number, then return to the sales conversation.

  • Retrieve phone-number information when a lead is shared.
  • Keep the check connected to the sales conversation.
  • Reduce the number of manual steps before a follow-up decision.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Callerapi to Notis once through the portal.
  • 2Create an automation with one plain-language prompt for sales lead number lookups.
  • 3Select Slack Channel Message Received as the trigger.
  • 4Pick a run-report channel and test by posting a real E.164 lead number.

Questions about this workflow

Does this add a lead to a CRM?

No. The available Callerapi action retrieves phone information; it does not create or update CRM records.

Can Callerapi add business details?

The action returns available business details along with other phone-number information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Callerapi. A trigger fires from one place; an action lands in another.

Slack triggers

Callerapi actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Phone Number Information

Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get User Information

Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Connect any two apps with Notis in the middle.

Slack and Callerapi, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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