High-value leads get automatic priority reminders
A lead with significant deal potential appears in Salesforce, and Notis immediately creates a Slack reminder to reach out. Priority leads don't get lost in the queue.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Not all leads are equal, but without a visible prioritization system in Slack, high-value leads can accidentally slip down the list. Founders forget which ones matter.
- High-value leads get immediate attention instead of waiting in a queue
- Founders have a clear visual signal of which leads to reach out to first
- Reduce the number of missed opportunities due to priority confusion
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Slack to Notis
- 2Tell Notis: 'When a lead with deal value over $50,000 is created, send me a priority reminder in Slack'
- 3Notis tracks the deal value and creates reminders for qualifying leads. Test with a high-value lead.
Questions about this workflow
How do I set the deal value threshold?
Tell Notis any threshold you want—$50K, $100K, etc. It can change anytime.
Can I use other fields to define 'high priority'?
Yes—by industry, lead source, or any other Salesforce field. Tell Notis your criteria.
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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