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Notis

Mark a Slack phone number for CRM follow-up

A reaction can identify the phone details that are worth saving, helping customer information reach the right CRM record with less effort.

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 Person Contact Detail

Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.

Why this helps

Important contact details get shared alongside unrelated conversation and are easy to overlook during manual CRM updates.

  • Use a simple team signal to select useful phone details.
  • Reduce distraction from unrelated messages.
  • Keep a known person's contact record current.

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 ask Notis to save phone numbers from Slack messages marked with a chosen reaction.
  • 3Describe the reaction's meaning and how to identify the matching CRM person in one plain-language instruction.
  • 4Choose Message Reaction Added as the trigger and select a channel for run reports.
  • 5Test with one real message containing a known person's phone number, then confirm the CRM detail.

Questions about this workflow

What should happen when the reaction is added to a message with no number?

Instruct Notis to skip messages that do not contain a phone number explicitly shared for business follow-up.

Can it create the person too?

This action adds a number to an existing person's contact details. It does not create a new person.

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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