Action Items Go Straight from Slack to Salesforce
When your team mentions a follow-up or next step in Slack, Notis creates a Salesforce task instantly. One less thing to remember, one more thing that actually gets done.
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 task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Tasks get discussed in Slack but never make it to Salesforce tasks. Your team jumps between tools, and important follow-ups fall through the cracks because no one created a record.
- Stop losing track of follow-ups mentioned in chat
- Keep Salesforce tasks current without manual entry
- Create accountability without context-switching
- Let your team focus on action, not admin
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis (portal integration, one-time)
- 2Create an automation by asking Notis in Slack or in the Automations portal: "Create tasks from messages"
- 3Set your prompt: "When a message contains an action item or follow-up, create a Salesforce task with that due date and owner."
- 4Select Channel Message as your trigger
- 5Test by posting a message like "Follow up with Joe by Friday" and verify the task appears in Salesforce
Questions about this workflow
How does Notis know who should own the task?
Notis looks for context clues in the message (names, mentions) and uses the person who posted the message or who was mentioned. You can refine this in your prompt.
Can Notis extract due dates from messages?
Yes. Notis understands natural language dates like "Friday", "next week", "by EOD", and converts them to Salesforce due dates.
What if the message is just a casual comment, not a real task?
Notis learns your team's patterns. You can refine the automation's prompt to filter only messages in certain channels or with specific keywords.
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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