Open a deal room for qualified accounts
Give important opportunities a clear home as soon as research shows they deserve coordinated attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create channel
Initiates a public or private channel-based conversation
Why this helps
Cross functional work stalls when no shared place exists for a new opportunity.
- Create focused collaboration space
- Keep opportunity context together
- Reduce channel hunting
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Slack in Notis.
- 2Create an automation named Qualified account deal room.
- 3Tell Notis to create a private or public Slack channel for each qualifying account and post the research summary as the opening context.
- 4Choose the Notis webhook trigger.
- 5Select a report channel and test with one qualified account.
Questions about this workflow
Can the channel be private?
Yes. State the desired visibility in the automation instruction and follow your Slack permissions.
What should the first message contain?
Ask Notis to include the account fit summary, evidence, risks and immediate next steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Slack. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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