Close out Salesforce tasks from Slack
Let a completion reaction on a task update mark the corresponding Salesforce task complete and record the message context.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
A task may be finished in practice while Salesforce still shows it as open.
- Update task status from the conversation where work finishes
- Cut down on end-of-task admin
- Keep completion context available
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to complete a Salesforce task only when the designated reaction is added to a message that clearly identifies the task.
- 4Pick Message Reaction Added as the trigger and choose where run reports should go.
- 5Test with one real message tied to a Salesforce task and add the designated reaction.
Questions about this workflow
Can the reaction alone identify which task to complete?
The message should identify the task clearly enough for Notis to find the right Salesforce task.
Can I use any reaction?
The event supports optional emoji filtering. Choose a consistent reaction for task completion.
When this happens · Trigger
Do this · Action
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.
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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