Build Opportunities Collaboratively in Slack
Your team discusses what should be in the deal in Slack. Mention a product and Notis adds it to the opportunity automatically, building out the line items in real-time.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Products are discussed in Slack but manually added to opportunities in Salesforce. You switch windows, find the opportunity, add products one by one—tedious and easy to forget.
- Build opportunities collaboratively in Slack where your team is
- Reduce switching between Slack and Salesforce
- Keep line items up-to-date as the deal evolves
- Accelerate the sales cycle with instant product additions
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "When someone mentions a product in Slack, add it to the opportunity"
- 3Set your prompt: "When a message mentions a product name and opportunity, add that product to the opportunity as a line item in Salesforce."
- 4Use Channel Message as your trigger
- 5Test by posting a message like 'Add Premium Support to the Acme deal' and verify the line item appears in Salesforce
Questions about this workflow
How does Notis know which opportunity and which product?
Notis reads the message context. Mention the opportunity name and product name clearly so Notis can match them in Salesforce.
Can Notis set the quantity and price?
Yes. Include those details in your Slack message (e.g., 'Add 5 Premium Support licenses') and Notis will populate them.
What if the product isn't in Salesforce's price book?
Notis will report that the product wasn't found so you can add it manually or update your prompt to handle custom products.
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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