Keep customer risk signals with their Salesforce records
When a DM flags a concrete customer risk, save the signal and context as a note on the identified Salesforce record.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Early signs of customer trouble shared in a DM may never make it into the customer record.
- Make risk context easier for the team to find
- Preserve the source details for follow-up
- Reduce the chance that early signals are missed
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 add a note only when a DM describes a concrete customer risk and identifies an existing Salesforce record.
- 4Pick Direct Message Received as the trigger and choose where run reports should go.
- 5Test with one real DM about a customer risk tied to an identifiable record.
Questions about this workflow
Will a vague concern create a note?
Instruct Notis to save only concrete risk signals and skip unclear messages.
What if the record is not identified?
Ask Notis to skip the note and report that it could not confidently identify the Salesforce record.
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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