Make Slack sales opportunities easier to follow
Keep promising conversations visible until you have time to decide the next step.
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
Add Records
Tool to add records to a specified table in a Grist document. Use after confirming doc and table IDs.
Why this helps
Potential deals shared in internal Slack conversations may never make it into a reviewable pipeline.
- Bring explicit opportunities into a Grist review list.
- Retain the useful context that prompted the lead.
- Make it easier to decide what deserves follow-up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Grist to Notis once in the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Give Notis one instruction to add a Grist record for channel messages describing a concrete revenue opportunity, with relevant context and any stated next step.
- 4Select the Slack channel message trigger and a run-report channel.
- 5Test with one real opportunity mention and inspect the record.
Questions about this workflow
Will general sales discussion be added?
Ask Notis to capture only concrete opportunities rather than general sales conversation.
Can the record include a next step?
Tell Notis to include next steps when the message states one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Grist. A trigger fires from one place; an action lands in another.
Slack triggers
Grist actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Records
Tool to add records to a specified table in a Grist document. Use after confirming doc and table IDs.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a document in a workspace. Use when you need to add a new document programmatically after selecting a workspace.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create SCIM User
Tool to create a new SCIM user. Use when provisioning new user accounts via SCIM. Run after gathering all required user details.
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 Table
Tool to create tables in a document. Use after confirming the document ID. Creates one or more tables with specified columns in the given document.
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 Document Webhook
Tool to create a new webhook for a specified document. Use when you need to register webhook endpoints for document events in Grist. Run after confirming document ID.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Attachment
Tool to delete a specified attachment from a Grist document. Use when you need to remove a file by providing its document and attachment IDs.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Column
Tool to delete a column from a Grist document table. Use after confirming document, table, and column IDs.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Grist Table Records
Tool to delete records from a specified Grist table. Use when you need to remove specific rows by their IDs. Use after confirming the row IDs exist.
Connect any two apps with Notis in the middle.
Slack and Grist, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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