Keep customer call follow-ups in ForceManager
Share the call outcome in Slack and let Notis update the matching ForceManager activity, so the next step is easier to find.
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
Call outcomes get buried in channel history, leaving follow-ups disconnected from the CRM activity.
- Keep the customer conversation and CRM activity aligned.
- Reduce time spent copying call notes.
- Make the next follow-up easier to resume.
Setup
Build it in a few focused steps.
- 1Connect Slack and ForceManager to Notis once in the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3In one instruction, ask Notis to update the matching activity with a Slack call outcome and follow-up.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real call update that identifies the customer and activity.
Questions about this workflow
Does this create a new activity?
No. The available action updates an existing activity. Include enough context for Notis to identify the matching record.
Can it work from private channels?
The trigger covers Slack public, private, and multi-party IM channels, but not direct messages.
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
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