Turn Slack DMs into Salesforce Contact Records
When someone sends a Notis DM with a person's contact info, Notis creates that contact in Salesforce automatically. Your contact database stays current without you lifting a finger.
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 contact
Creates a new contact in salesforce with the specified information.
Why this helps
Contact information shared over DM gets lost in threads. You have to remember to look it up, find the details again, and manually type them into Salesforce—if you remember at all.
- Capture every contact shared in your team's DMs
- Keep your Salesforce contact database current automatically
- Eliminate the need to re-enter contact details
- Free your team to focus on relationships, not admin
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis (one-time in the portal)
- 2Create a new automation in the Notis portal or DM Notis in Slack: "Create contacts from DMs"
- 3Write the prompt: "When I receive a direct message with someone's name, email, phone, or company, create a Salesforce contact with that information."
- 4Select Direct Message as your trigger
- 5Choose a Slack channel to receive run confirmations and test with a sample contact DM
Questions about this workflow
What fields does Notis pull from the DM?
Notis extracts any contact info it recognizes: name, email, phone, company, title. If info is missing, Notis leaves those fields blank so you can fill them later.
Does this link contacts to an existing account automatically?
Notis creates the contact first. You can set up a second automation to link contacts to accounts based on company name if you want even more automation.
What if a DM has partial or messy contact info?
Notis parses it as best it can. You'll see what was created in your run report and can update it in Salesforce if needed.
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.
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When this happens · Trigger
Do this · Action
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