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Carry warm Slack introductions into Instantly

When someone shares a referral and email in Slack, let Notis capture the contact in Instantly for thoughtful follow-up.

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

Create Lead

Tool to create a new lead. Use when you need to add an individual lead to a campaign.

Why this helps

Warm introductions can be lost among everyday chat before the founder has time to save the contact.

  • Save referred contacts while the introduction is fresh.
  • Keep referral context attached to the handoff.
  • Reduce the chance a warm lead is forgotten.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Instantly to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally.
  • 3In one plain-language instruction, tell Notis to create an Instantly lead when a Slack channel message shares a referral, includes the email, and clearly intends follow-up.
  • 4Select the Slack channel message trigger, choose a reporting channel, and test with one real referral message.

Questions about this workflow

Will it send an email to the referral?

This workflow creates a lead. It does not send an email.

What if the referral is only a name?

Include an email address and enough context for Notis to create the intended lead.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Instantly. A trigger fires from one place; an action lands in another.

Slack triggers

Instantly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Email Verification Status

Tool to check status of an email verification job. Use after submitting a verification request to retrieve the current status of a specific email address.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Unread Emails

Tool to retrieve the count of unread emails. Use when you need to know how many unread messages are in your inbox before sending new emails.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create AI Enrichment

Tool to create an AI enrichment job for a campaign or lead list. Use when you need to enrich a resource with AI-driven insights.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Create API Key

Tool to create a new API key. Use when you need to generate credentials for programmatic access to the Instantly API.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Create Campaign

Tool to create a new campaign. Use when you have campaign details ready and want to launch.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create Inbox Placement Test

Tool to create an inbox placement test. Use when you need to measure deliverability across providers with your prepared email and recipient list.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create Lead

Tool to create a new lead. Use when you need to add an individual lead to a campaign.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Create Lead List

Tool to create a new lead list. Use when you need to organize leads into a dedicated list before importing them into campaigns.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Instantly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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