Track customer renewal check-ins from Slack
Give renewal conversations a clear next action in Kommo so they do not get buried in the team's day-to-day chatter.
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
A renewal check-in is discussed ahead of time, but no task reminds the team to reach out when it matters.
- Make renewal outreach easier to keep on track.
- Keep the planned check-in visible with other customer work.
- Reduce the need to remember a future conversation from chat.
Setup
Build it in a few focused steps.
- 1Connect Slack and Kommo to Notis once through the portal.
- 2Create a new automation or ask Notis for one in plain language.
- 3In one instruction, ask Notis to create a Kommo task when a Slack message identifies a customer renewal check-in that needs action, keeping the timing and context mentioned.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real renewal discussion and check the task details in Kommo.
Questions about this workflow
Can this track every customer renewal automatically?
It creates a task when a Slack message identifies a renewal check-in. Describe the messages that should count in your instruction.
Can Notis include the timing mentioned in chat?
Ask Notis to preserve any relevant timing or planned next step from the Slack conversation.
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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