Keep Important Context Attached to Records
When your team shares important context about a customer or deal in Slack, Notis creates a note in Salesforce automatically. All the context that matters stays with the record.
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 note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Critical context lives in Slack threads. Your team forgets to update the Salesforce record with details, so future team members miss important history and repeat work.
- Keep customer and deal context in one place—Salesforce
- Stop repeating work because the context was buried in Slack
- Let future team members understand the full story
- Reduce back-and-forth questions about what happened
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "When a message contains important context, create a Salesforce note"
- 3Write your prompt: "When someone shares details about a customer, interaction, or deal in Slack, create a note and attach it to the relevant Salesforce record."
- 4Set Channel Message as your trigger and specify keywords or channels (optional, e.g., #customer-notes)
- 5Test by posting a message and checking that it appears as a note on the matching record in Salesforce
Questions about this workflow
How does Notis know which record to attach the note to?
Notis reads the message to find account, contact, or opportunity names and attaches the note there. Mention the customer name to make it clear.
Can I attach notes to multiple records from one message?
If the message mentions multiple records, Notis can create notes on each one. You can refine this in your prompt.
What if a message is context but not a formal note?
Notis understands. Your prompt can specify what kinds of messages become notes (e.g., messages in #customer-notes, or messages containing keywords like 'important').
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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