Turn a Slack DM lead handoff into a Heyy contact
Make private lead handoffs easier to follow up by creating the contact while the referral details are in context.
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
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
Useful referrals arrive in DMs and can disappear under newer messages before anyone records them.
- Keep promising referrals from getting buried in a DM.
- Create a customer record while the handoff is fresh.
- Reduce memory-based follow-up for founders.
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 ask Notis conversationally to capture DM leads.
- 3Write one instruction asking Notis to create a Heyy contact when a DM clearly hands off a new lead with usable details.
- 4Select Slack Direct Message Received and choose where run reports should go.
- 5Test with a sample referral DM.
Questions about this workflow
Will this create contacts from every DM?
Tell Notis to act only on clear lead handoffs, not general mentions or incomplete details.
Can a referral without an email still be captured?
The instruction can ask Notis to use available details and report what is missing when it cannot create a useful contact.
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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No card. Works with personal or business Heyy.