Clone Opportunities Instantly from Slack
DM Notis the name of an opportunity and Notis clones it in Salesforce, including all line items and details. Build new deals from templates in seconds, not minutes.
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
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.
Why this helps
Similar deals require copying lots of data manually. You find the template opportunity in Salesforce, copy the products, adjust amounts, and repeat—slow and error-prone.
- Speed up deal creation by using opportunity templates
- Reduce manual data entry and copy errors
- Ensure consistent deal structure across your pipeline
- Let your sales team focus on relationships, not setup
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "Clone an opportunity when I DM Notis"
- 3Set your prompt: "When someone DMs me with an opportunity name, find that opportunity in Salesforce and clone it with today's date and default settings. Ask for any custom changes in the DM response."
- 4Use Direct Message as your trigger
- 5Test by DMing Notis something like 'Clone my Q3 Enterprise Template' and verify the new opportunity appears in Salesforce
Questions about this workflow
Can Notis automatically update fields like amount or close date when cloning?
Yes. Include those details in your DM (e.g., 'Clone Q3 Template, $100k, close Sept 30') and Notis will set them.
Does cloning include line items and products?
Yes. Notis clones the opportunity and all associated products and line items by default.
What if I want to modify the clone before it's created?
Notis can ask for details in Slack DM before creating. Your prompt can guide that conversation.
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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