Start a client channel with an existing-record check
When a new client channel signals fresh work, check whether the company already has a Better Proposals record.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
New client spaces can trigger setup work before anyone knows whether a matching record already exists.
- Prompt an early existing-record check.
- Support smoother client handoffs.
- Reduce the chance of duplicate company setup.
Setup
Build it in a few focused steps.
- 1Connect Slack and Better Proposals to Notis once.
- 2Create an automation in plain language that retrieves company records when a new client-work channel is created and summarizes any likely match using the channel context.
- 3Select the Slack new channel trigger and choose a channel for run reports.
- 4Test by creating a real client channel with a clear client name.
Questions about this workflow
Will it create a company record for a new channel?
No. This workflow checks the existing company list; it does not create a record.
What if the channel name is vague?
Include the client name in the channel topic or follow up with a message that gives Notis the needed context.
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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