Make prospect handoffs easier to pick up
A Slack handoff with a LinkedIn profile link can prompt Notis to retrieve Heyreach lead details and summarize the context for the next owner.
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 Lead
Tool to retrieve detailed information for a lead by profile url. use after obtaining the exact linkedin profile url to fetch full lead details.
Why this helps
Handoffs lose time when the receiving person must repeat searches before they can continue the work.
- Give the next owner an initial view of the existing lead record.
- Reduce duplicated research during handoffs.
- Keep handoff context beside the assignment.
Setup
Build it in a few focused steps.
- 1Connect Slack and Heyreach to Notis once through the portal.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Write one instruction to retrieve the Heyreach lead for the LinkedIn URL in a Slack handoff message and summarize details for the new owner.
- 4Choose the Slack channel message trigger and a run-report channel.
- 5Test with a real handoff containing a known profile URL.
Questions about this workflow
Does it assign ownership in Heyreach?
No. It retrieves details to support the handoff discussion in Slack.
What if the handoff has no URL?
The instruction can ask Notis to flag the missing profile link for the sender.
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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