Keep warm Slack introductions from slipping away
When someone makes a useful introduction in a DM, Notis can help turn the prospect into a lead you can return to.
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
Warm introductions are easy to miss when a DM is read between other tasks and notifications.
- Save warm introductions close to when they arrive.
- Keep relationship-building details from being lost in chat.
- Reduce the effort needed to pick up follow-up later.
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 ask Notis conversationally.
- 3Write one instruction asking Notis to create HelloLeads leads only for clear warm introductions shared in Slack DMs.
- 4Pick Direct Message Received as the trigger and select a channel for run reports.
- 5Test with one real introduction and check the lead record.
Questions about this workflow
Can this distinguish introductions from casual mentions?
Ask Notis to capture only messages that clearly introduce or recommend a prospect.
Do I need to define lead fields?
No. Describe the outcome and relevant context in the plain-language instruction.
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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