Create a proposal working conversation
Start every important opportunity with a clear team room.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a channel-based conversation
Creates a new public or private slack channel with a unique name; the channel can be org-wide, or team-specific if `team id` is given (required if `org wide` is false or not provided).
Why this helps
New opportunities lack a consistent place for context and decisions.
- Faster team alignment
- Centralized context
- Repeatable opportunity setup
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Slack once in Notis.
- 2Create an automation named Proposal working conversation.
- 3Tell Notis to create a conversation for qualifying opportunities and state its purpose clearly.
- 4Choose the Notis webhook trigger for a new or qualifying proposal.
- 5Choose a report channel and test with one opportunity.
Questions about this workflow
What makes an opportunity qualify?
Describe the value, stage, client, or other criteria in the automation prompt.
Can it avoid duplicate conversations?
Ask Notis to search for an existing matching conversation before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Slack. A trigger fires from one place; an action lands in another.
Better proposals triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Better proposals and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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