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Keep referral context attached to subscribers

When someone shares a new referral in Slack, use the confirmed source to apply the matching existing Kit tag to the subscriber.

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

Tag Subscriber by Email

Tool to associate a subscriber with a tag using an email address. use when you have a tag id and subscriber email ready. use after confirming both resources exist.

Why this helps

Referral context often stays in a message thread and is hard to recover when you want to thank the referrer or understand where signups come from.

  • Keep referral context close to the subscriber.
  • Make referral follow-up easier to find.
  • Avoid repeatedly searching old Slack messages.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Kit to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to create it in plain language.
  • 3Describe which confirmed referral details map to which existing Kit tags and require the subscriber email in the message.
  • 4Choose the Slack channel message trigger and a run-report channel.
  • 5Test with one real referral and verify the intended existing tag.

Questions about this workflow

Can this invent a new source tag?

This workflow applies existing tags. Confirm each source tag in Kit before using it.

What if the referral source is unclear?

Instruct Notis to skip updates unless both the source and subscriber email are clear.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Kit actions

Recurring trigger

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

TriggerScheduled

Add Subscriber to Form

Tool to add a subscriber to a specific form by id. use after confirming form and subscriber ids.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Custom Field

Tool to create a new custom field for subscriber data. use when you need to store extra attributes for subscribers.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Tag

Tool to create a new tag in the account. use when you need a custom label to segment subscribers. use after confirming tag uniqueness to avoid duplicates. example: "create a tag called 'vip' for premium customers."

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 Webhook

Tool to create a new webhook subscription. use when you need subscriber or purchase event notifications.

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

Delete Broadcast

Tool to delete a specific broadcast. use when you need to permanently remove a broadcast by id (after confirming the id). example prompt: "delete broadcast with id 123"

ActionInstant

Message Reaction Added

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

TriggerInstant

Delete Custom Field

Tool to delete a specific custom field. use after confirming the custom field id is correct. deletes the field permanently.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Delete Subscriber

Tool to delete (unsubscribe) a subscriber by id. use when you need to remove a subscriber from all sequences and forms after confirming the subscriber exists.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Delete Tag

Tool to delete a tag by id. use when you need to remove obsolete or incorrect tags after confirming the tag exists.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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