Check for existing contacts when names appear in Slack
Before capturing a new person, find out whether Fireberry already has a matching record. Notis can query the CRM using the Slack context.
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
Searching the CRM manually interrupts the conversation and can still lead to duplicate contacts.
- Reduce manual CRM searches during conversations.
- Spot existing records before adding another.
- Keep attention on the introduction instead of navigating tools.
Setup
Build it in a few focused steps.
- 1Connect Slack and Fireberry to Notis once through the portal.
- 2Create an automation in the portal or tell Notis the desired result conversationally.
- 3In one prompt, ask Notis to query Fireberry for a matching contact when a channel message introduces a named person, then report whether a likely match exists.
- 4Choose the Slack channel message trigger and a run-report channel; test with one introduction for a known contact.
Questions about this workflow
Will it create a contact if no match appears?
This workflow queries Fireberry and reports the result. It does not create a record.
What helps it find a match?
A person's name and any business or contact details present in the Slack message give Notis useful search context.
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
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