Use a Slack reaction to check CRM context
Mark a message for a quick CRM lookup without adding another reminder to your mental list.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
A message needs CRM context, but the person who notices it may not have time to investigate right away.
- Turn a visible reaction into a CRM lookup cue.
- Retrieve relevant customer or opportunity records for review.
- Keep small research requests from vanishing in a busy channel.
Setup
Build it in a few focused steps.
- 1Connect Slack and Capsule CRM to Notis once through the portal.
- 2Create a prompt asking Notis to query Capsule parties or opportunities when a selected reaction marks a message for lookup.
- 3Choose Message Reaction Added and select a channel for run reports.
- 4Test by reacting to one real message about a known customer or opportunity.
Questions about this workflow
Will it update records?
No. This workflow runs a Capsule query to retrieve relevant CRM context.
Can we reserve a reaction for these requests?
Yes. Define the reaction's meaning in the prompt and use optional emoji filtering on the trigger when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Capsule crm. A trigger fires from one place; an action lands in another.
Slack triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Slack and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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