Check for a new member while onboarding is discussed
Onboarding involves enough small steps already. Have Notis check Heartbeat's user list when a Slack message starts a member welcome, so the team can see relevant account context.
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
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 onboarding can stall when the team has to interrupt a conversation to confirm whether an account already exists.
- Surfaces matching Heartbeat users alongside onboarding discussion.
- Helps the team distinguish a new member from someone already listed.
- Reduces manual lookup work during a busy welcome.
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 describe the result to Notis in plain language.
- 3In one instruction, ask Notis to search Heartbeat users when a Slack channel message discusses onboarding and report any likely match.
- 4Select the Slack Channel Message Received trigger and choose a channel for run reports.
- 5Test with a real onboarding message that identifies a member clearly.
Questions about this workflow
Does this workflow invite someone who is missing?
No. The available Heartbeat action lists users, so the workflow can report whether a likely match exists but cannot invite a user.
Can I use it for onboarding messages in one Slack channel?
Choose the relevant Slack channel for the trigger if your automation setup provides that option.
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.
Get Events
Tool to retrieve event information from the community. Use when you need to list events with optional pagination support.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
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 Heartbeat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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