Emoji Reactions Trigger Campaign Enrollment
React with a thumbs-up or star to a Slack message about a lead, and Notis instantly adds them to your Salesforce campaign. Lightweight, frictionless, and no one has to remember a field-mapping rule.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign management is scattered. You discuss leads in Slack, but manually adding each person to the campaign in Salesforce requires context-switching, remembering who you talked about, and clicking through forms.
- Reduce friction in nominating leads for campaigns
- Keep campaign workflows in Slack where your team already is
- Track which leads were discussed and approved in one place
- Let Notis handle the campaign enrollment so you don't forget
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis (one-time portal setup)
- 2Create an automation: "When someone reacts to a message, add that lead to a campaign" (configure via DM or Automations portal)
- 3Specify which emoji triggers the automation (e.g., thumbs-up, star) and which Salesforce campaign to add leads to
- 4Choose Channel Message Reaction as your trigger
- 5Test: have a team member react to a message about a lead and confirm it appears in Salesforce campaign membership
Questions about this workflow
Which emoji should I use?
Any emoji works. Choose one that your team recognizes as a nomination (thumbs-up, star, checkmark). Notis lets you pick the reaction type.
Can I add the same lead to different campaigns based on different reactions?
Yes. Create multiple automations—one for each emoji + campaign combo. Notis can handle that complexity behind the scenes.
What if the person reacted to isn't yet a Salesforce lead?
Notis will try to match the name from the message to an existing lead. If no match, it can create one first, then add to campaign (set that in your prompt).
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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