New leads notify in Slack automatically
Every new lead in Salesforce triggers an instant Slack message to your sales team. No more checking Salesforce—stay in your flow.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Neurodivergent founders often context-switch between email, Salesforce, and Slack, losing track of new leads that slip through the cracks because they don't happen to check Salesforce.
- Stop context-switching between apps to check for new leads
- Get notified in the channel where your team already talks
- Reduce missed leads that could become customers
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Slack to Notis (one-time setup in the portal)
- 2Open Automations in Notis portal or tell Notis: 'When a new lead is created in Salesforce, post a message to our sales channel in Slack'
- 3Pick your sales channel and test with one real lead
Questions about this workflow
Does this work for all lead sources?
Yes—whenever a lead is created in Salesforce, whether from your website, API, or manual entry, you'll get the notification.
Can I customize what fields show up in the message?
Notis reads the lead details and includes the key info in the message automatically. Tell Notis which fields matter most.
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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