Make advisor referrals easier to follow up
Keep the referral in its original Slack context while Notis gets the contact ready for a thoughtful follow-up.
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
Batch Enrich Contacts
Tool to batch enrich contacts with email validation and company info. use after gathering up to 250 contacts.
Why this helps
Referral names are easy to lose in a busy channel, especially when the founder has no time to research immediately.
- Preserves referral context from the original conversation.
- Verifies business contact details before a follow-up is planned.
- Avoids turning every referral into a separate research reminder.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dropcontact to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to enrich advisor and expert referrals in Slack.
- 3Choose the channel message trigger and tell Notis what referral details to look for.
- 4Choose a run-report channel and test with one real referral message.
Questions about this workflow
Can I include why the person was recommended?
Yes. Add the recommendation context to the Slack message so it remains available alongside the contact details.
Will Notis contact the referral?
No. The configured Dropcontact action enriches contact data; it does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dropcontact. A trigger fires from one place; an action lands in another.
Slack triggers
Dropcontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Enrich Contacts
Tool to batch enrich contacts with email validation and company info. use after gathering up to 250 contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Webhook Subscriptions
Tool to list webhook subscriptions. use when you need to inspect your configured webhooks.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Retrieve Enrichment Results
Tool to retrieve enrichment results. use after submitting enrichment requests and use when you need to fetch the completed enrichment data by request id.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 Dropcontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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