Keep prospects from Slack DMs in HelloLeads
When a DM contains a clear prospect, let Notis save the lead so you can stay present in the exchange.
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 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
Prospect details arrive in private messages and can be forgotten once the conversation moves on.
- Capture prospect details from direct messages.
- Avoid switching away from a useful one-to-one exchange.
- Make follow-up easier to resume later.
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 ask Notis to make it conversationally.
- 3Write one plain-language instruction asking Notis to create HelloLeads leads from DMs that contain clear prospect information.
- 4Select the Direct Message Received trigger and choose where run reports should appear.
- 5Try one real prospect DM and review the created lead.
Questions about this workflow
Does this work on direct messages?
Yes. Choose the Slack Direct Message Received trigger, which covers Slack DM channels.
Can the instruction ignore unrelated DMs?
Ask Notis to create a lead only when a message contains clear prospect information.
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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