Keep renewal commitments connected to the sales order
Capture a confirmed renewal commitment in Slack and update the relevant ForceManager order while the decision is clear.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Update Sales Order
Update Sales Order
Why this helps
Renewal decisions can be split across messages, making it hard to keep order details current.
- Keep renewal details connected to the existing order.
- Reduce manual follow-up after a customer decision.
- Make commitments easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Slack and ForceManager to Notis once.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Describe one instruction to update the matching sales order only when a renewal commitment is confirmed in a DM.
- 4Pick the Slack direct message trigger and choose where run reports go.
- 5Test with one real renewal change and a clear order reference.
Questions about this workflow
Will it create a renewal order?
No. It updates a matching existing sales order.
Can it use an unconfirmed renewal discussion?
The instruction should limit updates to confirmed commitments.
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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