Find outreach conversation context from a DM
A private Slack request about a prospect can trigger a Heyreach conversation search, keeping the next step close to the question.
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
Get Conversations V2
Tool to retrieve paginated linkedin conversations with advanced filters. use when you need to fetch inbox conversations filtered by lead or profile details.
Why this helps
Finding the last exchange with a lead can take several searches and make an otherwise quick reply feel hard to resume.
- Retrieve conversation context after a teammate asks privately.
- Reduce time spent searching the Heyreach inbox.
- Make it easier to pick up a paused prospect thread.
Setup
Build it in a few focused steps.
- 1Connect Slack and Heyreach to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3Write one instruction to search Heyreach conversations using the prospect details in a Slack DM and summarize the relevant context.
- 4Select the Slack direct message trigger and choose a channel for run reports.
- 5Test with a real DM about a known prospect.
Questions about this workflow
Does it send a reply to the prospect?
No. It searches conversations and returns context for your review.
What details help the search?
Include identifying prospect details available to you, such as a name or profile information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Heyreach. A trigger fires from one place; an action lands in another.
Slack triggers
Heyreach actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check API Key
Tool to check if the api key is valid. use before making other api calls to confirm authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Empty List
Tool to create an empty list. use after deciding on list name and type.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Webhook
Tool to create a new webhook. use when you need programmatic callbacks for heyreach events after confirming a valid api key.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Webhook
Tool to delete an existing webhook. use when you need to remove callbacks for outdated or unwanted webhooks.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get All Campaigns
Tool to retrieve all campaigns. use when you need a paginated list of campaigns for management or reporting.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get All Leads
Tool to retrieve all leads in a heyreach list. use when you need paginated collection of leads after confirming a valid api key.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get All LinkedIn Accounts
Tool to retrieve all linkedin accounts. use when you need a paginated list of linkedin accounts after confirming a valid api key.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get All Lists
Tool to retrieve all lists. use when you need a paginated list of lists after confirming a valid api key.
Connect any two apps with Notis in the middle.
Slack and Heyreach, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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