Keep customer risk context with the sales activity
Flag a customer risk in Slack and let Notis add the context to the relevant ForceManager activity for easier follow-through.
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
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
Risk signals are visible in team chat but can disappear before anyone acts on them.
- Preserve risk context in the sales record.
- Make agreed next steps easier to recover.
- Reduce reliance on remembering a busy thread.
Setup
Build it in a few focused steps.
- 1Connect Slack and ForceManager to Notis once.
- 2Create an automation in the portal or by asking Notis.
- 3Give Notis one instruction to update the relevant existing activity when a customer risk and next step are clearly identified.
- 4Choose the Slack channel message trigger and select a run-report channel.
- 5Test with one real risk note and its activity reference.
Questions about this workflow
Does this escalate the risk to someone?
This workflow updates a ForceManager activity; its action does not send an escalation message.
How can I avoid acting on speculation?
Tell Notis to update only when the message identifies a concrete risk and a matching 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.
Delete Activity
Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Contact
Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete View
Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Forcemanager.