Start proposal preparation after a Slack go-ahead
When your team decides to pursue a prospect in Slack, let Notis set up the client record for the next step.
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
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
After a go-ahead, client setup can become one more task to remember before proposal work begins.
- Make the go-ahead easier to carry into proposal preparation.
- Reduce the gap between decision and client setup.
- Keep a clear starting point for the next work session.
Setup
Build it in a few focused steps.
- 1Connect Slack and Bidsketch in the Notis portal once.
- 2Create an automation prompt asking Notis to create a client only after Slack clearly records a decision to pursue an identified prospect.
- 3Select Slack's Channel Message Received trigger.
- 4Choose a report channel and test with one real go-ahead message.
Questions about this workflow
How is this different from general lead capture?
This workflow is for a clear decision to pursue a known prospect; general lead capture can apply earlier in the conversation.
What if the prospect identity is missing?
The prompt should ask Notis to skip client creation unless the prospect can be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Bidsketch. A trigger fires from one place; an action lands in another.
Slack triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Slack and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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