Keep Slack demo interest ready for follow-up
A demo request can appear between other updates. Let Notis turn a clear request mentioned in a channel into a lead record.
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
Potential buyers asking for a demo can get overlooked when requests are mixed into general Slack updates.
- Keep explicit demo prospects visible in HelloLeads.
- Cut down on manual transfer between Slack and lead tracking.
- Make it easier to return to buyer interest after a busy day.
Setup
Build it in a few focused steps.
- 1Connect Slack and HelloLeads to Notis once in the portal.
- 2Create an automation in the portal or tell Notis in conversation what you want.
- 3Use one plain-language instruction asking Notis to add people who clearly request a demo in Slack channels as HelloLeads leads.
- 4Select the Slack Channel Message Received trigger and a channel for run reports.
- 5Test with one real demo request mention and review the created lead.
Questions about this workflow
Will general product discussion create leads?
Tell Notis to create a lead only when someone clearly expresses demo interest.
Can I test before relying on it?
Yes. Send or use one real example and check the resulting HelloLeads 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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