Bring customer context into the Slack conversation
When a customer comes up, retrieve the CRM context your team may need before deciding what to do next.
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
Fireberry: Query Records
Tool to query records with filtering, sorting, and pagination. use when you need to retrieve specific fireberry records by module.
Why this helps
Switching to the CRM to reconstruct a customer's history breaks focus and slows a response.
- Reduce tool switching when a customer is being discussed.
- Make existing account context easier to retrieve.
- Support a more informed next step.
Setup
Build it in a few focused steps.
- 1Connect Slack and Fireberry to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis conversationally.
- 3Give Notis one plain-language prompt to query Fireberry for the customer or account named in a channel message and summarize the relevant matching record.
- 4Select the Slack channel message trigger, choose where run reports appear, and test with one known account.
Questions about this workflow
Does this update the Fireberry record?
No. The selected action queries records and returns matching context.
Can we ask for a focused summary?
Yes. Describe the account details that would be useful in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Fireberry. A trigger fires from one place; an action lands in another.
Slack triggers
Fireberry actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a new Fireberry record
Tool to create a new record in a specified fireberry table. use when you have the table name and record data ready for insertion.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Picklist Values
Tool to retrieve all possible picklist (dropdown) values for a specific field. use when you need to load all available options for a picklist field in a record type.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Fireberry: Query Records
Tool to query records with filtering, sorting, and pagination. use when you need to retrieve specific fireberry records by module.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Fireberry, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Fireberry.