Keep company follow-up context out of private scrollback
When a DM contains a clear update about a known company, Notis can find the Folk record and carry over the stated follow-up 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
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
A private DM can contain the next useful detail while the CRM record remains stale and disconnected.
- Preserve follow-up details where they can be found later
- Reduce manual transcription after DMs
- Avoid updating the wrong company by requiring a reliable match
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 update Folk company follow-up context from Slack DMs.
- 3Give Notis a single instruction to identify the company reliably, find the matching Folk record, and update only follow-up details explicitly stated in the DM.
- 4Choose the Slack direct message received trigger and set a run-report channel.
- 5Test with one real company-related DM and verify the correct Folk record was updated.
Questions about this workflow
Will it infer a follow-up date?
No. Tell Notis to use only a date or next step explicitly stated in the message.
What if the company cannot be identified confidently?
Ask Notis to skip the update and report that it needs a reliable company identifier.
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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