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Notis

Keep important customer blockers attached to the contact

When a Slack DM surfaces a concrete customer blocker, have Notis add the relevant context to the matching Intercom contact as a note.

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

Create a note

You can add a note to a single contact.

Why this helps

A blocker discussed privately can vanish from attention before the next customer touchpoint.

  • Keep blockers close to the customer record
  • Make future conversations easier to prepare for
  • Reduce the mental effort of remembering private follow-up context

Setup

Build it in a few focused steps.

  • 1Connect Slack and Intercom to Notis once in the portal.
  • 2Create an automation or ask Notis to save only concrete customer blockers from Slack DMs as notes on matching Intercom contacts.
  • 3Pick the Slack direct message trigger and choose where to receive run reports.
  • 4Test with one real blocker and check that the note is attached to the correct contact.

Questions about this workflow

What kind of information should this save?

Describe the customer blockers or risks that are useful to retain. Tell Notis to skip unrelated or speculative comments.

What if the DM does not make the customer identity clear?

Instruct Notis to skip the note when it cannot confidently match the contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Intercom actions

Recurring trigger

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

TriggerScheduled

Add subscription to a contact

You can add a specific subscription to a contact. in intercom, we have two different subscription types based on user consent - opt-out and opt-in: 1.attaching a contact to an opt-out subscription type will opt that user out from receiving messages related to that subscription type. 2.attaching a contact to an opt-in subscription type will opt that user in to receiving messages related to that subscription type. this will return a subscription type model for the subscription type that was added to the contact.

ActionInstant

Webhook trigger

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

TriggerInstant

Add tag to a contact

You can tag a specific contact. this will return a tag object for the tag that was added to the contact.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Assign conversation

Assigns a conversation to a specific admin or team in intercom

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

Attach a contact to a company

You can attach a company to a single contact.

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

Close conversation

Closes a conversation in intercom, marking it as resolved

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 a collection

You can create a new collection by making a post request to `https://api.intercom.io/help center/collections.`

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 an article

You can create a new article by making a post request to `https://api.intercom.io/articles`.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Create a note

You can add a note to a single contact.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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