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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.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

ActionInstant

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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