Keep Slack lead inquiries attached to the right contact
When your team shares a prospect inquiry in Slack, let Notis record the interaction in Follow Up Boss so it is easier to pick up later.
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 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
A promising inquiry can disappear in a busy channel before anyone adds it to the contact record.
- Keep inquiry details with the lead record.
- Reduce copy-and-paste between chat and CRM.
- Make handoffs easier when someone else follows up.
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 conversationally for this workflow.
- 3In one plain-language instruction, tell Notis to recognize channel messages that share a lead inquiry and log the relevant context as a Follow Up Boss event for that person.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real inquiry that identifies a known contact.
Questions about this workflow
Will this trigger on direct messages?
No. This workflow uses the Slack channel message trigger, which does not match direct messages.
What should the Slack message include?
Include enough context for Notis to identify the lead and understand the inquiry. Test with a real example before relying on the workflow.
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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