Organize Contact Relationships in Real-Time
You're talking about a contact and their company in Slack. DM Notis the names and Notis associates that contact with the account in Salesforce automatically.
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
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Contact-account relationships are set up manually or left incomplete. Your Salesforce contact database has orphaned records because linking is tedious.
- Keep contact-account relationships current without logging in
- Reduce orphaned or mislinked contacts
- Improve your Salesforce data quality automatically
- Make it easy for your team to organize contacts
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "When I DM contact and account names, link them in Salesforce"
- 3Set your prompt: "When someone DMs me a contact name and account name, find both in Salesforce and associate the contact with the account."
- 4Use Direct Message as your trigger
- 5Test by DMing Notis 'Link John Smith to Acme Corp' and verify the contact is associated with the account in Salesforce
Questions about this workflow
What if the contact or account doesn't exist?
Notis will report that one or both weren't found. You can create them first in Salesforce, then run the automation, or ask Notis to create them.
Can I unlink a contact from an account the same way?
Yes. Adjust the prompt to support 'unlink' commands in DMs and Notis can remove the association.
Can this bulk-link multiple contacts at once?
You can DM multiple pairs in one message (e.g., 'Link John to Acme, Jane to Acme, Bob to TechCorp') and Notis will process them all.
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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