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Keep event sponsor leads moving after the planning chat

When a sponsor lead surfaces in Slack, have Notis preserve the company and event context in Folk so follow-up has a clear starting point.

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

Sponsor leads get mixed into event planning chatter, making it easy to forget who needs a response.

  • Keep prospective sponsors visible after the event discussion
  • Preserve which event a lead relates to
  • Avoid creating a second company record for a known sponsor

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 capture event sponsor leads from Slack in Folk.
  • 3Use one instruction asking Notis to recognize explicit sponsor prospects, include stated event context, check Folk for the company, and create it only when sufficiently identified.
  • 4Select the Slack channel message trigger and choose a run-report channel.
  • 5Test with one actual sponsor lead message and verify the company and event context.

Questions about this workflow

Can this handle a sponsor mentioned without a company name?

Set the prompt to skip creation unless the company can be identified from the message.

Does it contact the sponsor?

No. The available Folk action creates a company record; it does not send outreach.

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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