Turn Company Mentions into Salesforce Accounts
When someone shares details about a potential new company in Slack, Notis creates the account in Salesforce right away. Your account database grows without anyone typing anything.
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 account
Creates a new account in salesforce with the specified information.
Why this helps
New customer mentions get lost in Slack. You're supposed to create an account record, but by the time you remember, you've lost the context or the opportunity.
- Stop losing track of new customers mentioned in Slack
- Build your account database automatically
- Ensure consistent, timely account creation across your team
- Reduce manual data entry and associated errors
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation by DMing Notis or in the Automations portal: "Create accounts from messages"
- 3Write your prompt: "When someone mentions a new company or customer in Slack, create a Salesforce account with that company name and any other details provided."
- 4Set Channel Message as your trigger
- 5Test by posting a message like "Just talked to Acme Corp, they're interested" and verify the account is created in Salesforce
Questions about this workflow
What triggers an account creation—any mention of a company?
You can refine this in your prompt. For example: only create accounts in certain channels, only when someone says 'new customer', or only for companies you haven't worked with before.
Can Notis pull industry, location, or size from the Slack message?
If those details are mentioned in Slack, yes. Notis will extract and populate those fields.
What if the company already exists in Salesforce?
Notis can check before creating. Your prompt can specify: skip creation if the account exists, or just create a note linking the Slack mention to the existing account.
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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