Keep the outcome of client conversations easy to find
After a phone or video conversation, share the outcome in Slack and let Notis place the call record on the contact history.
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
A useful conversation outcome can be hard to reconstruct when the recap is only in a chat thread.
- Keep the result of a conversation available to the team.
- Make the next follow-up better informed.
- Reduce duplicated post-meeting documentation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Follow Up Boss to Notis once in the portal.
- 2Create the automation in the portal or ask Notis for this call logging workflow.
- 3Write one plain-language instruction for Notis to recognize a completed phone or video conversation recap and create a call record for the identifiable person, retaining the reported outcome.
- 4Pick the Slack channel message trigger and choose a channel for run reports.
- 5Test with one completed conversation recap for a known contact.
Questions about this workflow
Does this create a calendar appointment?
No. This workflow logs a completed interaction as a call record.
Can it act on planned conversations?
Tell Notis to act only on a recap that confirms the conversation took place.
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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