Keep delegated customer responses visible
Turn a private handoff into a note attached to the conversation that needs attention.
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
Add note to conversation
Tool to add a note to a conversation. Use after obtaining the conversation_id to provide context.
Why this helps
A delegated reply can get lost in a DM, leaving the founder unsure whether anyone picked it up.
- Make delegated replies visible in the support thread.
- Retain the founder's key customer context.
- Reduce the need to revisit old DMs for status.
Setup
Build it in a few focused steps.
- 1Connect Slack and Helpwise to Notis once through the portal.
- 2Create an automation and describe in plain language when a DM is a customer-response delegation and how to identify its conversation.
- 3Pick the Slack direct message trigger and choose a run-report channel.
- 4Test with one real delegation that contains enough context to match a Helpwise conversation.
Questions about this workflow
Will every Slack DM create a Helpwise note?
The instruction should limit note creation to DMs that clearly delegate a customer response.
What if the DM does not identify the customer?
Tell Notis to skip adding a note when it cannot confidently match the correct conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Helpwise. A trigger fires from one place; an action lands in another.
Slack triggers
Helpwise actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create attachment
Tool to upload a new attachment. Use when you need to send a file to Helpwise and receive its attachment metadata.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add note to conversation
Tool to add a note to a conversation. Use after obtaining the conversation_id to provide context.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Helpwise Team
Tool to create a new team. Use when you need to group users under a team. Use after confirming unique team name.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Helpwise Webhook
Tool to create a new webhook in Helpwise. Use when you need to receive event notifications for conversations, messages, or other triggers.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Contact
Tool to delete a contact. Use when you need to remove an existing contact by its unique identifier. Implements robust endpoint probing similar to DeleteWebhook: tries multiple paths and HTTP methods to accommodate dev-apis variations, with user-scoped fallbacks.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Helpwise Conversation
Tool to delete a conversation. Use when you need to permanently remove a conversation by its ID after confirming the ID is correct.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Mailbox
Tool to delete a mailbox. Use when you need to remove an existing mailbox by its unique identifier.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Helpwise Message
Tool to delete a message. Use when you need to permanently remove a message by its ID after confirming the ID is correct.
Connect any two apps with Notis in the middle.
Slack and Helpwise, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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