Follow up on renewal risk from Slack
When the team flags a customer renewal risk, use a Bolna call to open a conversation before the renewal date.
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
Make a phone call from agent
Initiate calls
Why this helps
Renewal risk notes are easy to acknowledge in Slack and then lose among competing priorities.
- Give at-risk accounts a defined outreach step.
- Reduce manual follow-up tracking across customer notes.
- Reach out with a consistent, customer-focused conversation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bolna to Notis once in the portal.
- 2Create an automation or tell Notis to call customers when a renewal risk is flagged in Slack.
- 3Describe the risk signal and the desired account check-in in one instruction.
- 4Choose Slack's Channel Message Received trigger and a channel for run reports.
- 5Test with one actual renewal-risk update and confirm the agent's call.
Questions about this workflow
Can it distinguish a serious risk from a general concern?
Specify the risk indicators that warrant a call in the instruction.
Does this update account records?
The selected action starts a Bolna call; it does not update a separate CRM record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Bolna. A trigger fires from one place; an action lands in another.
Slack triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Fetch all batches by agent id
List all batches for agent
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get all agents
List all agents
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get all phone numbers
List all phone numbers for your account
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get execution by id
Retrieve specific execution by `execution id`
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Make a phone call from agent
Initiate calls
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Slack and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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