Turn Founder Referrals from Slack DMs into Contacts
A founder friend DMs you 'You should talk to Jane at TechCorp, jane@tech.com', and Notis creates the contact immediately in Hubspot. No manual data entry.
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 batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Valuable referrals come through DMs and get lost. You forget to add them to Hubspot until weeks later, or the contact falls through the cracks entirely.
- Capture referrals instantly without friction
- Act on warm introductions while momentum is high
- Build referral channel systematically in your CRM
- Never lose a valuable introduction
Setup
Build it in a few focused steps.
- 1Connect Slack and Hubspot to Notis.
- 2Create an automation: 'When someone DMs me a referral or introduction, create the contact in Hubspot.'
- 3Notis looks for keywords like 'should talk to', 'introduce', 'referral', 'check them out'.
- 4Test by DMing yourself 'You should talk to Alice at Company X, alice@company.com'.
- 5Verify the contact appears in Hubspot immediately.
Questions about this workflow
Does Notis automatically extract the email and company?
Yes. Notis parses the DM text for name, email, and company information.
What if the referral includes notes or context?
Notis can capture the notes and add them to the contact's notes field or description.
Can I create a custom field to mark referrals?
Yes. Notis can tag referred contacts with a 'referral source' or similar field for tracking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hubspot. A trigger fires from one place; an action lands in another.
Slack triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Slack and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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