Bring important lead updates out of Slack DMs
When a direct message contains a meaningful update about a lead, Notis can save it to that person's Follow Up Boss activity history.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Events
Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
Why this helps
Useful contact details in a DM may never reach the shared record that the team relies on.
- Keep privately shared updates available in the CRM.
- Reduce manual transcription of lead context.
- Give teammates a more complete activity timeline.
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 this workflow conversationally.
- 3Write one plain-language instruction asking Notis to recognize meaningful lead updates in DMs and save them as events for the identified Follow Up Boss contact.
- 4Choose the Slack direct message trigger and a channel for run reports.
- 5Test with a DM update about a known contact and review its event.
Questions about this workflow
Does the Slack DM trigger include all DM channels?
The provided trigger catches direct messages across Slack DM channels and does not represent channel messages.
Should every DM be logged?
No. Tell Notis in the instruction which messages count as meaningful lead updates, then test the behavior.
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.
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.
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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