Create a Heyy contact when a customer channel opens in Slack
Start the customer record as soon as the team opens a channel for them. Notis can find the relevant details in the channel context and create the contact in Heyy.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Create Contact
Tool to create a new contact in Heyy with optional details including first name, last name, email, phone number, labels, and custom attributes. Use when you need to add a new contact to your Heyy account.
Why this helps
Customer details get scattered across Slack, leaving someone to remember to create the Heyy contact later.
- Capture customer details while the team is already discussing them.
- Reduce the chance of losing a new customer in channel setup.
- Give the team a single Heyy contact to continue from.
Setup
Build it in a few focused steps.
- 1Connect Slack and Heyy to Notis once through the portal.
- 2Create an automation in the portal, or tell Notis what should happen in plain language.
- 3In one instruction, ask Notis to create a Heyy contact using customer details shared when a new Slack channel is created.
- 4Select the Slack New Channel Created trigger and choose where Notis should report runs.
- 5Test with a new customer channel that includes clear contact details.
Questions about this workflow
Does this create a contact for every new Slack channel?
The automation runs when the selected Slack trigger fires. Tell Notis in the instruction to create a contact only when the channel context identifies a customer and contains useful contact details.
Do I need to map contact fields?
No. Describe the contact details to use in the plain-language instruction; Notis interprets the available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Heyy. A trigger fires from one place; an action lands in another.
Slack triggers
Heyy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact Attribute
Tool to create a new custom attribute for contacts in Heyy. Use when you need to add custom fields to track additional information about contacts, such as customer segments, preferences, or custom identifiers.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in Heyy with optional details including first name, last name, email, phone number, labels, and custom attributes. Use when you need to add a new contact to your Heyy account.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Label
Tool to create a new label for categorizing contacts in Heyy. Use when you need to organize contacts into categories or groups.
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 Webhook
Tool to create a new webhook for receiving event notifications across multiple channels. Use when you need to set up real-time event notifications for messages.
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 Attribute
Tool to delete an attribute by its unique identifier. Use when you need to remove an attribute from the system.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Label
Tool to delete a label by its unique identifier. Use when you need to remove a label from the system.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Webhook
Tool to delete a webhook by its unique identifier. Use when you need to remove a webhook from Heyy.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Attributes
Tool to retrieve all attributes available in the Heyy system. Use when you need to get a list of all attributes with their properties and visibility settings.
Connect any two apps with Notis in the middle.
Slack and Heyy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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