Sync Campaign Launches from Slack to Salesforce
Your team creates a Slack channel to coordinate a new marketing push, and Notis automatically creates the Salesforce campaign. No duplicate setup work, no lag between planning and tracking.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Campaigns get discussed and channels get created in Slack, but no one remembers to create the Salesforce campaign. Then data sits scattered between systems.
- Keep campaign records and Slack channels in sync
- Reduce duplicate setup work when launching campaigns
- Ensure every campaign is tracked from day one in Salesforce
- Let your team launch without worrying about record creation
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "When a Slack channel is created, create a Salesforce campaign"
- 3Set your prompt: "When a new Slack channel is created, create a matching Salesforce campaign with the same name. If the channel description mentions a budget or timeline, include it in the campaign."
- 4Use New Channel Created as your trigger
- 5Test by creating a test channel in Slack and verify the campaign appears in Salesforce
Questions about this workflow
Will this create a campaign for every Slack channel, even personal channels?
By default, yes. You can refine your prompt to exclude certain channel patterns (e.g., avoid channels starting with 'test-' or 'personal-').
Can Notis pull the channel description into the campaign?
Yes. Notis reads the channel topic and description and can populate campaign fields with that information.
What if we want manual control over which channels create campaigns?
Create the automation and use a trigger filter (if Slack supports it) or refine the prompt to require an admin tag or channel prefix.
When this happens · Trigger
Do this · Action
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Connect any two apps with Notis in the middle.
Slack and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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