Find a useful Slack space for each pipeline review
Search channel details on a schedule so your Agile CRM pipeline review can land in a relevant team space.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find channels
Find channels in a slack workspace by any criteria - name, topic, purpose, or description.
Why this helps
Teams lose time deciding where CRM updates belong, especially when channel names and purposes are unclear.
- Helps locate an existing relevant channel
- Avoids creating duplicate spaces for recurring reviews
- Makes scheduled pipeline preparation easier
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Slack to Notis once.
- 2Create an automation in Notis and name it for pipeline channel discovery.
- 3Tell Notis to find channels whose names, topics, purposes, or descriptions match the pipeline review context provided to it.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review topic and confirm the returned channel is relevant.
Questions about this workflow
Does this post pipeline results into the channel?
No. This workflow searches Slack channels. Its action does not post messages or update Agile CRM.
What information does channel search use?
The Slack action can search channel names, topics, purposes, or descriptions. Provide the review context the automation should use as its search criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Slack. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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