Keep customer escalations moving toward a meeting
When a teammate flags a customer escalation and asks for a call, Notis can carry the request into Calendarhero while the context is still at hand.
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
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Why this helps
Urgent customer issues compete for attention, and the meeting follow-up can slip once the immediate conversation moves on.
- Preserve the urgency and context of the request.
- Reduce the gap between escalation and scheduling.
- Keep the next action visible in Calendarhero.
Setup
Build it in a few focused steps.
- 1Connect Slack and Calendarhero to Notis once through the portal.
- 2Create an automation with a plain-language instruction to create a request only for explicit customer escalation calls with clear participants and timing.
- 3Select Slack Direct Message Received and a run-report channel.
- 4Test with a real escalation DM that includes enough scheduling details.
Questions about this workflow
Will this schedule every customer issue?
No. The prompt should require an explicit request for a call and sufficient meeting details.
Can it infer a meeting time from urgency?
No. It should use stated timing or ask for clarification rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Calendarhero. A trigger fires from one place; an action lands in another.
Slack triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Fetch Contact
Fetch contact
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Slack and Calendarhero, 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 Calendarhero.