Turn Slack customer referrals into Kommo leads
Keep a warm referral from getting lost in a channel. Give it a Kommo lead record and preserve the context that makes it worth following up.
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
Create Kommo Lead
Action to create one or more leads in kommo crm.
Why this helps
A referral is shared in team chat, but the connection and reason for reaching out are quickly forgotten.
- Keep referral opportunities visible in the pipeline.
- Preserve the referrer's context and reason for the introduction.
- Give warm leads a clearer path to follow-up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Kommo to Notis once in the portal.
- 2Create a new automation in Automations, or ask Notis in any conversational channel.
- 3Write one instruction asking Notis to create a Kommo lead when a Slack message contains a credible customer referral, including the referrer and useful context.
- 4Select the Slack channel message trigger and choose the channel for run reports.
- 5Test with one real referral message and review the lead details in Kommo.
Questions about this workflow
Can this distinguish a referral from an ordinary name mention?
Describe what qualifies as a referral in the instruction, such as an explicit introduction or recommendation.
Can the lead retain who made the referral?
Ask Notis to include the referrer's identity and the reason for the referral in the lead context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Kommo. A trigger fires from one place; an action lands in another.
Slack triggers
Kommo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Kommo Companies
Action to add one or more companies into the kommo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Kommo Contact
Action to create one or more contacts in kommo crm.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Kommo Lead
Action to create one or more leads in kommo crm.
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 Kommo Tasks
Action to create a task in kommo crm.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
List Kommo Companies
Action to list kommo companies with various filter options.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Kommo Contacts
Action to list contacts in kommo crm.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Kommo Custom Fields
Action to list custom fields in kommo crm.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Kommo Leads
Action to list leads in kommo crm.
Connect any two apps with Notis in the middle.
Slack and Kommo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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