Track invoice follow-ups from Slack
Make a promised invoice check-in visible in the CRM so it does not depend on finding an old Slack message later.
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 Tasks
Action to create a task in kommo crm.
Why this helps
An invoice follow-up is agreed in a team conversation, but the person responsible has no task to bring it back to mind.
- Keep billing-related customer follow-up visible.
- Record the agreed next step near other customer work.
- Reduce mental reminders and repeated Slack searches.
Setup
Build it in a few focused steps.
- 1Connect Slack and Kommo to Notis once from the portal.
- 2Open Automations to create a workflow, or ask Notis conversationally.
- 3Use a single plain-language instruction asking Notis to create a Kommo task for a clear invoice or payment follow-up commitment shared in Slack.
- 4Choose the Slack channel message trigger and select where run reports should go.
- 5Test with one real follow-up discussion and check the resulting task in Kommo.
Questions about this workflow
Does this send an invoice or payment reminder?
No. It creates a Kommo task for a follow-up action mentioned in Slack.
Can unrelated finance discussion be ignored?
Describe the specific invoice or payment follow-up commitment that should produce a task.
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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