Keep customer referrals attached to the right company
When a referral names a company in Slack, have Notis check Folk and capture a new company record with the referral context.
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
Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Why this helps
Referral details and who made the introduction can get lost between Slack conversations and CRM follow-up.
- Keep the referral source in the company context
- Reduce manual CRM entry after a referral
- Avoid duplicate records for existing companies
Setup
Build it in a few focused steps.
- 1Connect Slack and Folk to Notis once in the portal.
- 2Create an automation through the portal or ask Notis to capture referred companies from Slack in Folk.
- 3Provide one plain-language instruction to identify the referred company, preserve the stated referral details, check Folk for a match, and create only a new, sufficiently identified company.
- 4Select the Slack channel message trigger and choose a run-report channel.
- 5Test with one real referral message and verify the company is not duplicated.
Questions about this workflow
Does it create a person record for the referrer?
No. The available workflow action creates a company, not a person.
Can I restrict it to referral messages?
Yes. Describe in the plain-language prompt what counts as an explicit referral and ask Notis to ignore other mentions.
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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