Check a DM prospect against Fireberry
A promising name in a private message may already be in your CRM. Query Fireberry first and make the next step with better context.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Private introductions invite duplicate research when the existing CRM record is hard to find.
- See whether a prospect is already known.
- Reduce repeated research across conversations.
- Make follow-up decisions with CRM context in hand.
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 ask Notis in plain language.
- 3Tell Notis in one prompt to query Fireberry for a prospect named in a Slack direct message and summarize any likely matching record.
- 4Choose the Slack direct message trigger and a channel for run reports; test with one DM about a known prospect.
Questions about this workflow
Does it query every DM?
Describe that the DM should mention a clear prospective customer for the query to be useful.
Does this create a new lead?
No. This workflow only queries Fireberry for matching records.
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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