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Notis

Bring list-level prospect context into Slack

When a teammate asks who is in a particular segment, Notis can retrieve leads from that Heyreach list and summarize the available records.

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 Leads From List

Tool to get a paginated list of leads from a lead list. use when you need to filter and page through leads for a specific list.

Why this helps

A prospect question can stall while someone searches Heyreach and reconstructs context for the rest of the team.

  • Answer list-specific prospect questions in context.
  • Avoid manually browsing records for an initial overview.
  • Give the team a shared starting point for follow-up.

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 by asking Notis in plain language.
  • 3In one instruction, have Notis retrieve leads from the Heyreach list referenced in Slack and summarize the results for the discussion.
  • 4Choose the Slack channel message trigger and a run-report channel.
  • 5Test with a real Slack question about a known list.

Questions about this workflow

How does Notis know which list to look up?

The plain-language instruction tells Notis to use the list referenced in the Slack message.

Does this update the leads?

No. The selected Heyreach action retrieves leads from a list.

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.

TriggerScheduled

Check API Key

Tool to check if the api key is valid. use before making other api calls to confirm authentication.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Empty List

Tool to create an empty list. use after deciding on list name and type.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Webhook

Tool to create a new webhook. use when you need programmatic callbacks for heyreach events after confirming a valid api key.

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

Delete Webhook

Tool to delete an existing webhook. use when you need to remove callbacks for outdated or unwanted webhooks.

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

Get All Campaigns

Tool to retrieve all campaigns. use when you need a paginated list of campaigns for management or reporting.

ActionInstant

Message Reaction Added

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

TriggerInstant

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.

ActionInstant

Message Reaction Removed

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

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Get All Lists

Tool to retrieve all lists. use when you need a paginated list of lists after confirming a valid api key.

ActionInstant

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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No card. Works with personal or business Heyreach.