Turn Every Deal Discussion into a Record
When your sales team discusses a potential deal in Slack, Notis creates a complete Salesforce opportunity record. Account, opportunity name, expected amount, close date—all captured automatically.
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
Create opportunity record
Deprecated: creates a new opportunity record in salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.g., `accountid`, `campaignid`) are valid and corresponding salesforce features are enabled if used.
Why this helps
Deal discussions in Slack don't become Salesforce records until someone remembers to create them—sometimes days later, after context is lost.
- Capture every deal discussed in Slack instantly
- Keep your sales pipeline current and complete
- Reduce delays in deal logging
- Let your sales team stay focused on selling
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "Create an opportunity record from Slack messages"
- 3Set your prompt: "When someone discusses a deal in a Slack channel, extract the opportunity name, account, expected amount, and close date, then create a Salesforce opportunity with all that information."
- 4Use Channel Message as your trigger
- 5Test by posting a message like 'Deal: ABC Corp, $75k, expecting to close end of Q4' and verify the opportunity appears in Salesforce
Questions about this workflow
What stage should the opportunity be created in?
You can set a default stage in your prompt (e.g., always start in 'Discovery'), or let Notis infer it from the message context.
Does Notis link the opportunity to the account automatically?
Yes. If you mention the account name and it exists in Salesforce, Notis links them.
What if the Slack message doesn't have all opportunity details?
Notis fills in what it can and leaves other fields blank. You and your team can update the opportunity in Salesforce as details emerge.
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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