Keep individual prospect updates from slipping through
A prospect correction sent directly to you can become an explicit Hyperise record task, without carrying it across apps by hand.
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
Hyperise Prospect Business Data (CRUD)
Tool to perform CRUD operations on Hyperise business prospect records. Use when managing business data via the Hyperise API.
Why this helps
Private updates can be easy to remember in the moment and easy to forget when returning to campaign work.
- Turn a one-to-one prospect update into a record operation.
- Reduce repeated copying between conversations and Hyperise.
- Keep personal follow-up from depending on memory alone.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hyperise to Notis once.
- 2Create an automation and describe which DM updates warrant prospect record maintenance.
- 3Pick Slack Direct Message Received and choose a run-report channel.
- 4Test with a known prospect correction and verify the intended Hyperise operation.
Questions about this workflow
Can it handle different prospect record operations?
The action supports CRUD operations. Make the desired operation explicit in the plain-language instruction.
How should ambiguous updates be handled?
Tell Notis to report ambiguity or request clarification rather than guessing which prospect record to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hyperise. A trigger fires from one place; an action lands in another.
Slack triggers
Hyperise actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client Account
Tool to create a new Hyperise client account. Use when an agency plan user needs to provision client sub-accounts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Image Templates
Tool to list active image templates. Use when you need to retrieve all your current templates.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Generate Personalized Short Link
Tool to generate a personalized short link. Use when you need a shareable URL with OGP metadata and per-recipient customizations. Provide image_hash and personalization data.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Hyperise Prospect Business Data (CRUD)
Tool to perform CRUD operations on Hyperise business prospect records. Use when managing business data via the Hyperise API.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
User Authentication
Tool to authenticate an API token and retrieve user details. Use after obtaining a valid API token from Hyperise settings.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Hyperise, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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