Make lead review a predictable weekly habit
A recurring lead review is easier to remember when it arrives on schedule. Notis can retrieve your HelloLeads leads for a focused check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
Why this helps
Lead review gets postponed when it depends on remembering to open another tool.
- Create a regular cue to review the current lead list.
- Reduce the effort of remembering where to start.
- Keep lead follow-up from disappearing behind urgent work.
Setup
Build it in a few focused steps.
- 1Connect HelloLeads to Notis once in the portal.
- 2Create a new automation in the portal or ask Notis conversationally.
- 3Write one plain-language instruction asking Notis to list HelloLeads leads for a weekly review.
- 4Select a recurring schedule trigger and choose a channel for run reports.
- 5Run it once and confirm the returned lead list is useful.
Questions about this workflow
Does this update lead statuses?
No. The selected action lists leads so you can review them.
Can I choose how often it runs?
Yes. Select the recurring schedule that fits your weekly routine.
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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