Turn Deal Talk into Salesforce Opportunities
DM Notis the details of a deal—customer name, amount, timeline—and Notis creates a Salesforce opportunity. Your sales pipeline stays fresh without you touching Salesforce.
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 opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Sales opportunities discussed in Slack are half-captured or missing in Salesforce. You switch to Salesforce to log the deal, but by then you've lost context or forgotten key details.
- Capture every opportunity your team discusses, instantly
- Keep your sales pipeline updated without manual entry
- Reduce context-switching between Slack and Salesforce
- Let your team stay in Slack and focus on closing deals
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis (one-time in the portal)
- 2Create an automation in the Automations portal or by DMing Notis: "Create opportunities from DMs"
- 3Set your prompt: "When I receive a DM with deal information (customer, amount, close date), create a Salesforce opportunity."
- 4Use Direct Message as your trigger
- 5Test by DMing Notis something like "Opportunity: Acme Corp, $50k, closing this month" and confirm the record appears in Salesforce
Questions about this workflow
What information does Notis need to create an opportunity?
At minimum: customer/account name and opportunity name. Notis can infer stage and close date from context clues in your message.
Can Notis link the opportunity to an existing account?
Yes. If you mention the account name and it exists in Salesforce, Notis links them automatically.
What if I share a deal but don't have all the details yet?
Create the opportunity with what you have. You and your team can fill in the rest in Salesforce.
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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