Connect Slack to Salesforce

When something happens in Slack, Notis takes the next step in Salesforce. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Slack to Salesforce

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Capture Slack Leads into Salesforce Instantly

Turn Slack messages about potential customers into Salesforce lead records without switching windows or manual data entry.

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Auto-Create Salesforce Contacts from Slack DMs

Every direct message with contact info automatically becomes a Salesforce contact record. No more spreadsheets or lost details.

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React to Nominate Leads for Salesforce Campaigns

A simple emoji reaction on a Slack message automatically adds that lead to a Salesforce campaign. Approval workflows without the friction.

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Convert Slack Messages into Salesforce Tasks

Action items mentioned in Slack automatically become Salesforce tasks. Never lose a to-do again.

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DM Notis to Create Salesforce Opportunities

Share deal details in a Slack DM, and Notis creates your Salesforce opportunity instantly. No forms, no friction.

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React to Mark Salesforce Tasks Complete

React to a message in Slack and Notis marks the corresponding Salesforce task done. Status updates without switching windows.

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Auto-Create Salesforce Notes from Slack Messages

Important context shared in Slack automatically becomes a Salesforce note. Never lose a detail again.

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New Slack Channels Trigger Salesforce Campaigns

When a new channel is created in Slack, Notis automatically creates a matching Salesforce campaign. Keep campaigns and Slack in sync.

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Capture New Accounts from Slack Messages

Mention a new company in Slack and Notis creates a Salesforce account record. Never manually enter account data again.

Supported Triggers and Actions

Notis builds workflows that link Slack to Salesforce. A trigger fires from one place; an action lands in another.

Slack triggers

Salesforce actions

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

Reaction Removed Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.

TriggerInstant

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

ActionInstant

New Bot Message Received Trigger

DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.

TriggerInstant

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.