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.
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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