Bring the current deal context into view
When a deal becomes a topic in Slack, let Notis look up the relevant Fireberry record so the team can pick up with less searching.
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
Deal conversations move forward while CRM context remains in another tool.
- Reduce the time spent searching for a deal.
- Help the team make decisions with current CRM context.
- Keep a discussion moving with fewer tool changes.
Setup
Build it in a few focused steps.
- 1Connect Slack and Fireberry to Notis once through the portal.
- 2Start an automation in the portal or tell Notis what you need conversationally.
- 3In a single prompt, ask Notis to query Fireberry when a channel message discusses a named deal and summarize the matching record's relevant context.
- 4Pick the Slack channel message trigger and a run-report channel, then test with one real deal discussion.
Questions about this workflow
Will it update deal details?
No. The query action retrieves matching Fireberry records for the report.
What should we include in the Slack discussion?
A customer or deal name and any useful identifying context help Notis locate the likely record.
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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