Connect Slack to Follow Up Boss
When something happens in Slack, Notis takes the next step in Follow Up Boss. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Slack to Follow Up Boss
Log Slack Lead Inquiries in Follow Up Boss
Turn a lead inquiry shared in a Slack channel into a logged Follow Up Boss event with the useful context intact.
Add Slack Call Recaps to Follow Up Boss
Convert a channel-shared call recap into a call record on the relevant Follow Up Boss contact.
Apply a Follow Up Plan from a Slack Handoff
When a channel message clearly asks for a known lead to enter a follow-up sequence, apply the requested action plan in Follow Up Boss.
Save Lead Context Shared in Slack DMs
Capture relevant lead updates sent in Slack direct messages as Follow Up Boss events for the identified contact.
Schedule a Showing Mentioned in Slack
Turn a clearly agreed showing time in a Slack channel into a Follow Up Boss appointment for the matching contact.
Log a Lead Update When Teammates React
Use a chosen Slack reaction on a lead-related message as a signal to record its update in Follow Up Boss.
Create a Follow Up Boss Deal from a Qualified Slack Lead
Create a deal when a Slack channel update clearly signals a qualified opportunity and identifies the lead and stage.
Keep Lead Objections in Follow Up Boss
Record a prospect's stated concern from a Slack channel update as an event on the relevant Follow Up Boss contact.
Record Promised Callbacks from Slack DMs
When a Slack DM confirms a completed callback, add the call interaction to the contact's Follow Up Boss history.
Supported Triggers and Actions
Notis builds workflows that link Slack to Follow Up Boss. A trigger fires from one place; an action lands in another.
Slack triggers
Follow Up Boss actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Apply Action Plan to Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Appointment
Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create appointment outcome
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Custom Field
Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Deal Custom Field
Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Deal
Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Slack and Follow Up Boss
Connect any two apps with Notis in the middle.
Slack and Follow Up Boss, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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