Route Leads Automatically Based on Your Rules
Share a new lead in Slack, and Notis applies your Salesforce routing rules automatically. The right person gets assigned without a conversation or manual handoff.
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
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.
Why this helps
New leads mentioned in Slack aren't routed or go to the wrong person. Your assignment rules live in Salesforce, but leads are discussed in Slack, so the two never connect.
- Ensure every lead gets routed according to your org rules
- Stop manual lead assignments and their mistakes
- Get leads to the right owner instantly
- Free your sales leadership from routing work
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Ensure your Salesforce lead assignment rules are configured and active
- 3Create an automation: "When a lead is mentioned in Slack, apply assignment rules"
- 4Set your prompt: "When someone mentions a potential new lead in Slack, create a lead if it doesn't exist, then apply all Salesforce lead assignment rules to it automatically."
- 5Use Channel Message as your trigger and test with a sample lead mention
Questions about this workflow
What if my Salesforce assignment rules conflict?
Salesforce runs through your rules in order and applies the first match. Notis respects that same logic.
Can I see which rule was applied?
Yes. The run report will show that assignment rules were applied, and you can check the lead owner in Salesforce to see the result.
What if no rule applies?
The lead stays unassigned until someone manually assigns it, or you can configure a fallback owner in your automation prompt.
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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