Keep prospect preferences attached to their records
A contact preference update can move from the Slack conversation into the corresponding Hyperise prospect record for future campaign context.
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
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
Important contact preferences can remain in chat while campaign records continue to be used for follow-up.
- Carry reported prospect preferences into Hyperise business data.
- Reduce the risk of relying on an old chat message later.
- Keep team-shared context associated with the relevant record.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hyperise to Notis once.
- 2Create an automation and describe which preference updates warrant a record change.
- 3Pick Slack Channel Message Received and choose where Notis reports runs.
- 4Test with one known preference update and confirm the matching record and operation.
Questions about this workflow
Can this handle sensitive or ambiguous details?
Describe a conservative handling rule in the instruction and test with a non-ambiguous example before routine use.
Does the action send a campaign?
No. It performs a Hyperise business prospect data operation as described in the instruction.
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.
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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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