Keep refund decisions clear for support
Capture the decision the team reached, with enough context to explain the response accurately.
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
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 refund decision discussed in Slack may not reach the person handling the customer conversation.
- Keep the decision beside the relevant request.
- Reduce conflicting customer responses.
- Preserve the rationale the team actually stated.
Setup
Build it in a few focused steps.
- 1Connect Slack and Helpwise to Notis once through the portal.
- 2Create an automation and instruct Notis in plain language to record a stated refund decision on the matching conversation.
- 3Choose the Slack channel message trigger and set the run-report channel.
- 4Test with one real decision and verify the note does not infer an unstated outcome.
Questions about this workflow
Can the workflow approve or issue a refund?
No. This action records context in Helpwise; the team remains responsible for the refund decision and processing.
What if the Slack discussion is still undecided?
Tell Notis to wait for a clear decision before adding a decision note.
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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