Update Task Status with a Single Emoji
When a task is done, react to the message with a checkmark and Notis marks it complete in Salesforce. No login needed, no status form to fill out.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Tasks sit in Salesforce marked as open even though they're done. Updating task status requires logging in, finding the task, and clicking update—so people skip it and leave stale records.
- Keep Salesforce task status current without login
- Celebrate and close completed work in one action
- Reduce friction in task updates so your team actually does it
- Get accurate data on completed work for reporting
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis (one-time setup)
- 2Create an automation: "When I react with [emoji], mark the task complete"
- 3Choose your completion emoji (checkmark, done, fire, etc.) and set Channel Message Reaction as your trigger
- 4Set your prompt to match the reaction to the corresponding Salesforce task and update its status
- 5Test by reacting to a task message and verifying the Salesforce record updates
Questions about this workflow
How does Notis know which task to mark complete?
Notis reads the message context to find the task (usually the subject line or description of work). You can make this more precise in your automation prompt.
Can I use a different emoji to update status without completing?
Yes. Create separate automations for different reactions and task statuses (e.g., star = in progress, checkmark = completed).
What if someone reacts by accident?
Notis only acts on reactions to messages that reference or contain a task. Stray reactions won't trigger updates.
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
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