New account onboarding gets automatic reminders
Account created in Salesforce? Notis creates a series of Slack reminders for contract review, setup call, feature training, and more—nothing gets skipped.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Onboarding processes are easy to botch when you're juggling multiple accounts. Reminders help, but setting them manually is tedious and error-prone.
- Consistent onboarding process applied to every account automatically
- Reminders in Slack mean they don't get buried in email
- Reduce time-to-value for new customers by keeping onboarding on track
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Slack to Notis
- 2Tell Notis: 'When a new account is created, create Slack reminders for: send contract, schedule setup call, deliver training materials—one each at 1 day, 3 days, and 5 days'
- 3Notis generates the reminders on schedule. Test with a real account.
Questions about this workflow
Can I customize the onboarding steps?
Yes—list your steps and timing, and Notis creates reminders accordingly.
What if the customer finishes a step early?
You can manually complete the step, or set up the automation to skip remaining reminders if the account reaches a certain status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Slack. A trigger fires from one place; an action lands in another.
Salesforce triggers
Slack actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Add call participants
Registers new participants added to a slack call.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Salesforce and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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