Confirm the EspoCRM account behind a Slack sales channel
A channel message can prompt Notis to check the current EspoCRM session and report which user account is available.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Why this helps
When several tools and accounts are in play, it can be hard to remember which EspoCRM identity Notis is using.
- See which EspoCRM user is available in the current authenticated session.
- Keep account context close to the Slack conversation that prompted the check.
- Avoid manually reopening EspoCRM just to confirm the active identity.
Setup
Build it in a few focused steps.
- 1Connect Slack and EspoCRM to Notis once through the portal.
- 2In Automations, create a new automation and give it a clear name.
- 3Use one plain-language prompt asking Notis to retrieve the current EspoCRM user profile and report the account when a message arrives in the sales channel.
- 4Choose the Slack Channel Message Received trigger and a channel for run reports.
- 5Test with one real message in the sales channel and review the report.
Questions about this workflow
Does this create or update a CRM record?
No. The available EspoCRM action retrieves the current authenticated user profile; it does not create or update records.
Will a direct message trigger this automation?
No. This workflow uses the channel-message trigger, which does not match direct messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Espocrm. A trigger fires from one place; an action lands in another.
Slack triggers
Espocrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Metadata
Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Espocrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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