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Notis

Approve sales activity corrections in Slack

Mark a proposed correction with your agreed reaction and let Notis update the relevant ForceManager activity.

Trigger

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

Action

Update Activity

Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.

Why this helps

Small CRM corrections wait because review and data entry happen in separate places.

  • Make approval visible in the conversation.
  • Apply simple activity corrections with less switching.
  • Keep a traceable context for the update.

Setup

Build it in a few focused steps.

  • 1Connect Slack and ForceManager to Notis once.
  • 2Create an automation in the portal or tell Notis what outcome you want.
  • 3Write one instruction that treats your chosen reaction as approval and updates the identified activity with the proposed correction.
  • 4Choose the Slack message reaction added trigger and select a run-report channel.
  • 5Test by reacting to one real proposed correction.

Questions about this workflow

Can I use any reaction?

The trigger supports optional filtering by channel and emoji name. State the approval meaning in the instruction.

Does removing the reaction undo the change?

No. This workflow responds to a reaction being added and updates an activity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Forcemanager. A trigger fires from one place; an action lands in another.

Slack triggers

Forcemanager actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Activity

Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Company

Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Contact

Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Delete Sales Order

Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Delete Sales Order Line

Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Delete Master Data Value

Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Delete View

Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Get Activity

Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Forcemanager, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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