Mark an opportunity in Slack and capture it as a deal
A deliberate reaction can signal that an opportunity is ready for the CRM, reducing the need to stop and enter it manually.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Remembering which channel messages need CRM follow-up adds friction to an already crowded day.
- Turn a simple team signal into CRM follow-through.
- Avoid re-reading the channel to find the opportunity later.
- Keep casual mentions separate from marked opportunities.
Setup
Build it in a few focused steps.
- 1Connect Slack and Centralstationcrm to Notis once in the portal.
- 2Create an automation in the portal, or tell Notis to create a CRM deal when a chosen reaction marks an opportunity message.
- 3Describe the reaction's meaning and the opportunity context to include in one plain-language instruction.
- 4Choose Message Reaction Added as the trigger and select a channel for run reports.
- 5Test by adding the agreed reaction to one real opportunity message, then review the deal.
Questions about this workflow
Can any reaction trigger this workflow?
Set the intended meaning in your prompt and choose the matching reaction when configuring the Slack trigger.
Does removing the reaction remove the CRM deal?
No. This workflow creates a deal when a reaction is added; it does not delete or reverse CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Centralstationcrm. A trigger fires from one place; an action lands in another.
Slack triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Slack and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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