Keep customer referrals from getting lost
A customer referral deserves a follow-up path. Let Notis record clear referrals shared in Slack as HelloLeads leads.
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
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Why this helps
Referrals can be especially easy to overlook when they arrive inside an unrelated channel discussion.
- Save referred prospects while the recommendation is fresh.
- Keep customer-sourced opportunities visible.
- Lower the chance of leaving a referral without a next step.
Setup
Build it in a few focused steps.
- 1Connect Slack and HelloLeads to Notis once in the portal.
- 2Create an automation through the portal or by asking Notis conversationally.
- 3Give Notis one plain-language instruction to create leads from clearly stated customer referrals in Slack channel messages.
- 4Select Slack Channel Message Received and choose a channel for run reports.
- 5Test with one real customer referral mention and check its HelloLeads record.
Questions about this workflow
Can the workflow focus on customer recommendations?
Yes. Tell Notis to capture referrals explicitly attributed to a customer.
Does it contact the referred person?
No. The selected HelloLeads action creates the lead record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Helloleads. A trigger fires from one place; an action lands in another.
Slack triggers
Helloleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Lead Lists
Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.
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 Helloleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Helloleads.