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Answer member questions with a quick Heartbeat lookup

A DM about a member should not send you on a long search. Have Notis check Heartbeat users and bring useful account details into the response.

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

List Users

Tool to retrieve a paginated list of users in the Heartbeat community. Use when you need to get user information with optional filtering by creation date, group membership, or role.

Why this helps

Member questions can interrupt focused work when answering them requires opening another tool and repeating a manual search.

  • Cuts down on repetitive searches for community member information.
  • Keeps the lookup close to the DM that prompted it.
  • Helps founders respond with relevant account context sooner.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Heartbeat to Notis once through the portal.
  • 2Create an automation in the portal, or tell Notis the desired result in plain language.
  • 3In one instruction, ask Notis to search Heartbeat users when a Slack DM asks about a member and summarize relevant results.
  • 4Select the Slack Direct Message Received trigger and choose a channel for run reports.
  • 5Test with a real DM about a member and confirm the summary contains only useful details.

Questions about this workflow

Does this trigger on Slack channel messages?

No. This workflow uses the Direct Message Received trigger, which catches DMs across Slack DM channels.

Will the lookup change a member account?

No. The Heartbeat action lists users and retrieves information; it does not edit member profiles.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Heartbeat actions

Recurring trigger

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

TriggerScheduled

Get Events

Tool to retrieve event information from the community. Use when you need to list events with optional pagination support.

ActionInstant

Webhook trigger

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

TriggerInstant

List channels

Tool to retrieve a paginated list of channels in the community. Use when you need to list, browse, or search for channels in the Heartbeat community. Supports filtering by archived status, channel type, and pagination.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

List Groups

Tool to retrieve a paginated list of access groups in the community. Use when you need to browse groups with optional filters for parent groups or user membership. Supports cursor-based pagination.

ActionInstant

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

List Users

Tool to retrieve a paginated list of users in the Heartbeat community. Use when you need to get user information with optional filtering by creation date, group membership, or role.

ActionInstant

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

Reactivate User

Tool to reactivate a previously deleted user by email to allow them to access the community again. Use when you need to restore access for a user who was previously removed.

ActionInstant

Message Reaction Added

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

TriggerInstant

Retrieve Group

Tool to retrieve a single group by its ID. Use when you need to get detailed information about a specific group in the Heartbeat community.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Retrieve User

Tool to retrieve a single user by their ID. Use when you need to get detailed information about a specific user in the Heartbeat community.

ActionInstant

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 Heartbeat, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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