Invite proposal specialists in Slack
Bring the right expertise into the deal at the right moment.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Invite users to a Slack channel
Invites users to an existing slack channel using their valid slack user ids.
Why this helps
Specialists are often added late because needs stay buried in proposal details.
- Faster expert input
- Fewer handoff delays
- Better proposal support
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Slack once in Notis.
- 2Create an automation named Proposal specialist invite.
- 3Tell Notis to identify the needed expertise, find the matching Slack users, and invite them to the proposal channel.
- 4Choose the Notis webhook trigger for the proposal need.
- 5Choose a report channel and test with one specialist request.
Questions about this workflow
Can Notis choose users by role?
Yes, when Slack user search data and your role criteria are available.
What if no matching user is found?
Notis should report the gap instead of inviting an incorrect person.
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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