Skip to content
Notis

Bring previous support notes into a handoff

See the decisions and reminders already captured before continuing customer work.

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

Get Conversation Notes

Tool to retrieve notes for a conversation. Use when you need to fetch all notes associated with a specific conversation after confirming the conversation ID is correct.

Why this helps

Useful internal notes can be overlooked when someone new takes over a customer issue.

  • Bring existing decisions into view at handoff time.
  • Reduce repeated troubleshooting.
  • Help the new owner avoid missing an earlier reminder.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Helpwise to Notis once through the portal.
  • 2Create an automation and tell Notis in plain language to retrieve notes for the conversation named in a customer handoff.
  • 3Select the Slack channel message trigger and choose a channel for run reports.
  • 4Test with one real handoff tied to a conversation that has existing notes.

Questions about this workflow

Does this add a new note?

No. It retrieves existing conversation notes so they can inform the handoff.

What if the conversation has no notes?

The lookup can return no notes; the automation should still make the absence clear in its report.

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.

TriggerScheduled

Create attachment

Tool to upload a new attachment. Use when you need to send a file to Helpwise and receive its attachment metadata.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add note to conversation

Tool to add a note to a conversation. Use after obtaining the conversation_id to provide context.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Delete Mailbox

Tool to delete a mailbox. Use when you need to remove an existing mailbox by its unique identifier.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Helpwise.