Orient a new project channel to your CRM groups
When a new project channel appears, let Notis fetch Folk groups so you can quickly see the available places for related company work.
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
List Groups
Tool to list workspace groups. use when you need to retrieve a paginated list of all workspace groups after authentication.
Why this helps
Starting a channel often adds another place to remember without making it clear how CRM work should be organized.
- Surface available CRM groups during setup
- Reduce the search needed to orient a new initiative
- Give the team a useful starting point for deciding CRM organization
Setup
Build it in a few focused steps.
- 1Connect Slack and Folk to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to retrieve Folk groups when a Slack channel is created.
- 3Write one instruction to use the new channel event as a cue to list Folk groups and report the channel name alongside the result.
- 4Select the Slack new channel created trigger and choose where run reports should go.
- 5Test by creating a real project channel and reviewing the group list in the run report.
Questions about this workflow
Does this create or assign a Folk group?
No. It lists available groups so the team can decide where the initiative belongs.
Will every new channel trigger it?
The trigger covers new Slack channels. Use the prompt to report only channels that clearly relate to projects or initiatives.
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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