Turn Slack prospect referrals into HelloLeads leads
Keep a useful introduction from disappearing in a busy channel. Notis can recognize a clear prospect referral and add it to HelloLeads.
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
A promising name is easy to lose when it is mentioned in the middle of a fast-moving Slack conversation.
- Capture clear prospect referrals while the context is fresh.
- Reduce copying details from Slack into a lead system.
- Keep the founder focused on the conversation at hand.
Setup
Build it in a few focused steps.
- 1Connect Slack and HelloLeads to Notis once in the portal.
- 2Create a new automation in the portal, or ask Notis conversationally to create one.
- 3In one plain-language instruction, ask Notis to add clear prospect referrals from Slack channel messages as HelloLeads leads.
- 4Choose the Slack Channel Message Received trigger and a channel for run reports.
- 5Test with one real referral and check the resulting HelloLeads record.
Questions about this workflow
Will every channel message become a lead?
The instruction can ask Notis to capture only messages that clearly identify a prospect or referral.
Can I set this up by chatting with Notis?
Yes. Describe the outcome in plain language, then select the Slack channel message trigger when prompted.
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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