Keep call recaps with the contact record
Share a call recap in Slack and have Notis add the interaction to Follow Up Boss, so the next person does not have to reconstruct what happened.
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 Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
Why this helps
Call notes posted in chat are easy to miss when a colleague later checks the CRM for the latest conversation.
- Preserve call context in the contact history.
- Make team handoffs less dependent on memory.
- Spend less time re-entering notes after calls.
Setup
Build it in a few focused steps.
- 1Connect Slack and Follow Up Boss to Notis once in the portal.
- 2Create an automation in the portal or ask Notis for a Slack call recap workflow.
- 3Give Notis one plain-language instruction to recognize channel messages that recap a call and create the corresponding call record for the identified person.
- 4Select the Slack channel message trigger and a channel for run reports.
- 5Test with a recap for a known contact and check the resulting Follow Up Boss record.
Questions about this workflow
Does it record every Slack channel message as a call?
The instruction should tell Notis to act on messages that are call recaps, rather than ordinary conversation.
Can this handle a recap without a clear contact?
A test should confirm that Notis can identify the person from the message. Include identifying context in the recap.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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.
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Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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Reaction Added Trigger
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Create Deal
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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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