Connect Slackbot to Salesforce
When something happens in Slackbot, 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
Ways Notis can move work from Slackbot to Salesforce
Turn Slack Sales Requests into Salesforce Follow-Up Tasks
Create a Salesforce task when a Slack channel message clearly asks for a sales follow-up, with context from the message.
Capture Explicit Sales Leads from Slack DMs
Create a Salesforce lead from a direct message that explicitly provides a prospect and company for sales follow-up.
Save Slack Deal Context to a Salesforce Record
Attach a Salesforce note when a channel message clearly provides useful context for an identified account, lead, or opportunity.
Complete Salesforce Tasks with a Slack Reaction
Use a designated reaction on a Slack message to complete the Salesforce task it clearly refers to.
Add Introduced People as Salesforce Contacts
Create a Salesforce contact when a channel message clearly introduces a person and identifies their existing account.
Track Customer Commitments Shared in Slack DMs
Create a Salesforce task when a direct message records a specific customer commitment or promised follow-up.
Save Slack-Approved Deal Decisions to Salesforce
Create a Salesforce note for a deal decision marked with a designated Slack reaction, when the message identifies the record and decision.
Create a Salesforce Campaign for a New Sales Channel
Create a Salesforce campaign when a newly created Slack channel is clearly designated for a specific sales or marketing initiative.
Create Salesforce Opportunities from Qualified Slack Deal Updates
Create an opportunity when a channel message clearly describes a real deal and supplies the required opportunity details.
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Salesforce. A trigger fires from one place; an action lands in another.
Slackbot 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.
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.
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.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
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.
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.
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:
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.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Slackbot and Salesforce
Connect any two apps with Notis in the middle.
Slackbot and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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