Find available proposal document types
Get the available document types while the team is deciding what kind of document the work needs.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Unclear document options can stall a decision and send people searching through a separate catalog.
- See available document options on request.
- Keep the choice connected to project context.
- Reduce catalog browsing and repeated questions.
Setup
Build it in a few focused steps.
- 1Connect Slack and Better Proposals to Notis once.
- 2Write a plain-language instruction asking Notis to retrieve document types when a channel message requests available options and summarize them.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test with one real Slack request for document type options.
Questions about this workflow
Does it create a document type?
No. It retrieves the available types for review.
Can it help choose an option?
Include the intended use in the Slack message and ask Notis to summarize which options may fit.
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.
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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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