Give sales opportunities from DMs a CRM home
When an introduction or customer inquiry arrives privately, Notis can capture the opportunity as a deal before the thread slips from view.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Private sales conversations can get separated from the shared systems used to track next steps.
- Bring promising private conversations into the sales pipeline.
- Reduce the chance of losing an inquiry after switching tasks.
- Keep enough context to resume the conversation later.
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 turn clear sales opportunities in Slack DMs into CRM deals.
- 3Describe what makes a DM actionable and what context to retain in one plain-language instruction.
- 4Choose Direct Message Received as the trigger and select a channel for run reports.
- 5Test with one real inquiry DM and review the resulting deal details.
Questions about this workflow
Can this capture every DM?
The prompt should direct Notis to create a deal only for messages that meet your stated opportunity criteria.
Are channel discussions included?
No. This workflow listens for direct messages. A separate channel-triggered automation can handle public or private channels.
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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