Review EspoCRM configuration after a sales signal
A reaction can cue a quick EspoCRM metadata check, helping keep configuration context near the Slack signal.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
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.
Why this helps
Important sales signals can arrive while the CRM setup context is out of sight, adding another lookup before deciding what to do.
- Retrieve available EspoCRM metadata in response to a chosen Slack reaction.
- Keep a run report connected to the sales message that prompted the check.
- Give a teammate configuration context to review without claiming the CRM record changed.
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 name it for the sales reaction check.
- 3Write one plain-language prompt asking Notis to retrieve EspoCRM metadata and summarize relevant configuration context when the chosen reaction is added.
- 4Choose the Slack Message Reaction Added trigger and a channel for run reports.
- 5Test by adding the selected reaction to one real sales message and review the report.
Questions about this workflow
Does the reaction update a lead or opportunity?
No. The available EspoCRM action retrieves metadata; it does not update leads, opportunities, or other records.
Can this be limited to a reaction type or channel?
The Slack reaction trigger supports optional channel and emoji filtering. Set the desired trigger when creating the automation.
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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