Connect new Slack channels to existing company context
When a new channel is created for an account or initiative, Notis can list Folk companies to help you spot existing CRM context.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
List Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Why this helps
A new channel can start without an easy way to see whether the company or initiative already has CRM history.
- Surface existing company records during channel setup
- Reduce duplicate account searches
- Help teams reconnect new work to existing CRM context
Setup
Build it in a few focused steps.
- 1Connect Slack and Folk to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to check Folk companies when a relevant Slack channel is created.
- 3Write one instruction asking Notis to list Folk companies for a new channel clearly about an account or initiative and summarize likely matches for review.
- 4Choose the Slack new channel created trigger and a channel for run reports.
- 5Test with a real account channel and confirm the listed companies are useful candidates to inspect.
Questions about this workflow
Does this automatically link the channel to a company?
No. It lists companies to help a person identify relevant existing records.
Can it look up every company in the workspace?
The Folk action returns a paginated list. Ask Notis to use available results and report if more pages may be needed.
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.
Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Person
Tool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Company
Tool to retrieve an existing company by its id. use after authentication has been verified.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Current Workspace User
Tool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
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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