Give reported problems a trackable home
When someone reports a concrete problem in a channel, Notis can create an ERPNext Issue for follow-up.
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 Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
Why this helps
Problems mentioned in passing can be lost before anyone takes ownership of investigating them.
- Turn reports into trackable records
- Reduce ambiguity about whether a problem was captured
- Keep issue context available for follow-up
Setup
Build it in a few focused steps.
- 1Connect Slack and ERPNext to Notis once in the portal.
- 2Ask Notis to create ERPNext Issues for concrete problem reports and skip general discussion.
- 3Choose Slack Channel Message Received and a channel for run reports.
- 4Test with one real issue report and review the created Issue.
Questions about this workflow
Will every complaint become an Issue?
Specify the types of concrete problems that should be tracked, and ask Notis to skip general opinions or discussion.
Can the Issue include the original context?
Ask Notis to preserve the useful details from the Slack message in the ERPNext record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Erpnext. A trigger fires from one place; an action lands in another.
Slack triggers
Erpnext actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
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 Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Connect any two apps with Notis in the middle.
Slack and Erpnext, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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