Make deal documents easier to find in Slack
Add a reference to a deal document in Slack so teammates can discover and share it from the conversation workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Why this helps
Important deal documents can be hard to locate when their external links are scattered across records and messages.
- Make an external deal document discoverable in Slack.
- Keep the source file hosted in its existing service.
- Provide teammates a Slack reference with a stable external identifier and accessible URL.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Slack once in Notis.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language.
- 3Ask Notis to add the supplied deal document as a Slack remote file using its unique external identifier and Slack-accessible URL.
- 4Choose a webhook trigger and a channel for run reports.
- 5Test with one real document link and verify Slack can access it.
Questions about this workflow
Does this upload or copy the document into Slack?
No. It adds a reference to an external file, which must have a unique external ID and a URL accessible to Slack.
Can Notis get the file URL from Affinity?
It can use a URL returned by Affinity if one is available. If the record does not contain an accessible link, supply one in the webhook request or instruction.
What starts the automation?
A Notis webhook starts it when an HTTP request is sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Slack. A trigger fires from one place; an action lands in another.
Affinity triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Affinity and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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