Get client company context where you asked
Pull up a particular company record from the DM that raised the question and keep your focus on the next step.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Preparing a response is harder when company context requires a separate search and a mental reset.
- Retrieve company context on demand.
- Keep the request and lookup tied together.
- Reduce time spent rebuilding client context.
Setup
Build it in a few focused steps.
- 1Connect Slack and Better Proposals to Notis once.
- 2Ask Notis to create an automation in plain language that retrieves a named company's details when a DM requests client context and summarizes the record.
- 3Select the Slack direct message trigger and choose a channel for run reports.
- 4Test with one real DM naming a company.
Questions about this workflow
Does it look up any company automatically?
The DM should identify the company or provide enough context to find the intended record.
Can this update company details?
No. It retrieves company details only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Better proposals. A trigger fires from one place; an action lands in another.
Slack triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Slack and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.