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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Assign conversation
Assigns a conversation to a specific admin or team in intercom
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Attach a contact to a company
You can attach a company to a single contact.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Close conversation
Closes a conversation in intercom, marking it as resolved
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create a collection
You can create a new collection by making a post request to `https://api.intercom.io/help center/collections.`
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create an article
You can create a new article by making a post request to `https://api.intercom.io/articles`.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create a note
You can add a note to a single contact.
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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