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Keep account risks visible beyond the Slack thread

A designated reaction on a company risk message can prompt Notis to capture that explicit concern in the matching Folk company record.

Trigger

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

Action

Update Company

Tool to update an existing company in the workspace. use after confirming the company id; only provided fields are updated and list fields replace existing values.

Why this helps

Risks raised in a fast-moving channel may be forgotten before anyone updates the shared CRM context.

  • Preserve stated risk context for later review
  • Make concerns easier to find alongside company information
  • Use an intentional reaction to avoid capturing every discussion

Setup

Build it in a few focused steps.

  • 1Connect Slack and Folk to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to record reacted-to account risks in Folk.
  • 3Write one plain-language instruction that defines the reaction, requires an identifiable company and explicit risk details, and updates only its matching Folk company.
  • 4Choose the Slack message reaction added trigger and a channel for run reports.
  • 5Test on a real risk message and confirm the matching Folk record reflects only the stated concern.

Questions about this workflow

Does this evaluate whether an account is actually at risk?

No. It records explicitly shared context after the agreed reaction signals that it should be captured.

Can it create a new company if none exists?

This workflow is designed to update a known matching company. Ask Notis to skip and report when it cannot find one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Folk. A trigger fires from one place; an action lands in another.

Slack triggers

Folk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Company

Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Person

Tool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

List Companies

Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Company

Tool to retrieve an existing company by its id. use after authentication has been verified.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Current Workspace User

Tool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Person

Tool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

List Group Custom Fields

Tool to list custom fields for a specific group and entity type. use after selecting a group and entity type to inspect available custom fields.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Folk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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