Close Salesforce follow-ups when Slack confirms completion
When a DM confirms that a specific follow-up is done, have Notis complete its Salesforce task and capture the confirmation.
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
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
Completed work can remain open in Salesforce when the update is shared in a DM instead.
- Keep task status aligned with completed work
- Capture confirmation context
- Reduce cleanup of stale open tasks
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 a DM clearly confirms completion and identifies the specific task.
- 4Pick Direct Message Received as the trigger and choose where run reports should go.
- 5Test with one real DM that confirms completion of an identifiable Salesforce task.
Questions about this workflow
Will a message saying a task is nearly done complete it?
No. Tell Notis to require an explicit confirmation that the task is finished.
What if the DM does not identify a Salesforce task?
Ask Notis to skip the update unless it can confidently identify the task.
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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