Keep qualification context with prospect records
Let a qualification update shared by the team reach the Hyperise record where campaign work can use it.
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
Qualification decisions may be made in Slack but absent from the prospect data used for follow-up.
- Record qualification context in Hyperise business data.
- Reduce duplicate notes and manual re-entry.
- Help the team work from fresher prospect information.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hyperise to Notis once.
- 2Create an automation and describe how to identify qualification updates and the intended record change.
- 3Pick Slack Channel Message Received and select a channel for run reports.
- 4Test with one known prospect status update and verify the correct record.
Questions about this workflow
Can it determine qualification rules for us?
State your qualification criteria and the intended record operation in the instruction; validate with a known example.
What if the prospect match is uncertain?
Tell Notis to report uncertainty for review instead of changing a potentially incorrect record.
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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