Keep prospect details aligned with team conversations
When the team shares a prospect update in Slack, Notis can carry the relevant change into Hyperise business data.
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
Prospect details get repeated across conversations and campaign tools, making records easy to leave stale.
- Carry prospect updates from Slack into Hyperise business records.
- Reduce repeated data entry across tools.
- Keep campaign data closer to the latest team context.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hyperise to Notis once in the portal.
- 2Create an automation and state in one plain-language instruction which Slack updates should change prospect records.
- 3Pick Slack Channel Message Received and choose a report channel.
- 4Test with one real prospect update and confirm the intended record operation.
Questions about this workflow
Can this action create, update, or delete prospect records?
The action supports CRUD operations. Describe the intended operation and record-identification guidance clearly in the instruction.
How do I avoid changing the wrong record?
Include a clear way to identify the prospect in the Slack request and test with one known example before relying on the workflow.
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
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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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