Move an approved follow-up into Gleap
Keep a customer conversation moving with a clear, approved handoff from Slack.
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 a new chat message
Tool to create a new chat message. Use when sending a message in an active chat session.
Why this helps
A teammate may prepare the right follow-up in a DM but forget to send it in the customer's active chat.
- Reduces manual transfer of an approved response
- Helps close the loop with the customer
- Keeps the follow-up tied to an active conversation
Setup
Build it in a few focused steps.
- 1Connect Slack and Gleap to Notis once in the portal.
- 2Create an automation in Automations or ask Notis conversationally.
- 3Use one plain-language prompt to send a Gleap chat message only when the Slack DM contains an approved follow-up and identifies the correct active chat.
- 4Select the Slack direct message trigger and choose a channel for run reports.
- 5Test with one approved message and a known active Gleap chat.
Questions about this workflow
Will it send draft wording automatically?
Limit the prompt to a follow-up explicitly marked as approved, and identify the active chat clearly.
What if the intended customer chat is unclear?
Tell Notis to report the missing context without sending a message to a guessed conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Gleap. A trigger fires from one place; an action lands in another.
Slack triggers
Gleap actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a Collection
Tool to create a help center collection. Use when adding a new organizational grouping in your Help Center.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create a new chat message
Tool to create a new chat message. Use when sending a message in an active chat session.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create a new team
Tool to create a new team. Use when you have team details ready and want to assign tickets among members.
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 a new ticket
Tool to create a new ticket. Use when you have ticket details ready to open a support ticket.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete a User from a Project
Tool to remove a user from a project. Use when you need to revoke a user's access by their ID.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get a Checklist
Tool to retrieve a specific engagement checklist by its ID. Use after obtaining a valid checklistId.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get a Collection
Tool to retrieve a help center collection by ID. Use when you need to fetch specific collection details by its ID.
Connect any two apps with Notis in the middle.
Slack and Gleap, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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