Turn prospect research into a ready-to-follow-up record
When someone posts a researched prospect in Slack, let Notis check Folk and capture the company details and reason it matters.
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
Research scattered through Slack is hard to turn into consistent CRM records, so promising prospects can disappear from view.
- Keep the reason for tracking a prospect with its record
- Reduce copy-and-paste after research discussions
- Skip creation when the company already exists
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 researched prospects from Slack in Folk.
- 3Give Notis one plain-language instruction to recognize explicit prospect recommendations, use only stated company details, check for duplicates, and create a company when the information is sufficient.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with a real prospect recommendation and review the resulting company record.
Questions about this workflow
Does this workflow research companies on its own?
No. It captures company information and rationale that people share in the triggering Slack message.
What if a message only mentions a company name?
Tell Notis to skip records that lack enough details and report that the message needs more information.
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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