Keep vendor decisions from getting lost in Slack
When your team decides a vendor deserves evaluation or follow-up, Notis can save the organization to Centralstationcrm.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Potential vendors come up during busy discussions, then disappear before anyone records the decision or context.
- Keep vendor organizations visible for later review.
- Preserve the reason a vendor was raised.
- Reduce manual tracking across conversations and notes.
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 create company records for vendors your team has chosen to evaluate or use.
- 3Describe the vendor decision threshold and context to retain in one plain-language instruction.
- 4Choose Slack Channel Message Received as the trigger and select a channel for run reports.
- 5Test with one real vendor decision message and confirm the company record is appropriate.
Questions about this workflow
Will casual vendor recommendations be saved?
Define the decision threshold clearly, such as evaluation agreed or an active business relationship.
Can it store vendor contacts too?
This workflow creates the company. A separate automation can capture individual contacts when details are shared.
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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