Launch Campaigns from Your Slack DM
DM Notis the campaign name, budget, and timeline, and Notis creates the Salesforce campaign instantly. Campaign planning happens in Slack. Campaign tracking happens in Salesforce. No switching required.
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 campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaign setup is slow. Someone creates a Slack channel, coordinates the team, then later—sometimes days later—remembers to create the Salesforce campaign record, missing tracking along the way.
- Launch Salesforce campaigns without leaving Slack
- Reduce campaign setup delays and missed tracking
- Keep campaign creation as simple as a DM
- Ensure every campaign is tracked from day one
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "Create a campaign when I send a DM to Notis"
- 3Set your prompt: "When someone DMs me campaign details (name, type, budget, timeline), create a Salesforce campaign with that information."
- 4Use Direct Message as your trigger
- 5Test by DMing Notis something like 'Campaign: Q4 Webinar Series, $25k, September through November' and verify the campaign appears in Salesforce
Questions about this workflow
What information does Notis need to create a campaign?
At minimum: campaign name. Everything else (budget, timeline, type) is optional. You can fill in other fields in Salesforce later.
Can I set the status and other fields via DM?
Yes. Include them in your DM (e.g., 'Status: Planned, Target List Size: 5000') and Notis will populate them.
What if I need to add more details after creating the campaign?
No problem. Create the campaign with basics via DM, then refine it in Salesforce. Notis just handles the creation to get you started.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Salesforce. A trigger fires from one place; an action lands in another.
Slack triggers
Salesforce actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Slack and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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