Turn verified company changes into CRM updates
A verified change in Slack can prompt Notis to find the company in Folk and update its record with only the details your team shared.
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
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
Founders have to remember which company details changed and then revisit the CRM to keep records accurate.
- Reduce memory load for routine CRM upkeep
- Keep company details aligned with team knowledge
- Avoid edits based on uncertain or inferred information
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 refresh Folk company details from verified Slack updates.
- 3Give Notis one instruction to act only on explicit changes, identify the exact company, find its Folk record, and update only the confirmed details.
- 4Select the Slack channel message trigger and decide where run reports should appear.
- 5Test with a real verified change and inspect the Folk record afterward.
Questions about this workflow
Can Notis infer missing company details?
Ask it to use only details explicitly shared in Slack and skip fields that are uncertain.
What if several companies have similar names?
Require a reliable identifier such as a domain or another specific detail before allowing an update.
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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