Move vendor onboarding from chat to scheduling
When someone asks to book a vendor onboarding call in Slack, Notis can create the Calendarhero request and carry forward the stated context.
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 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
Operational setup gets delayed when the meeting is one more task to remember after the vendor discussion.
- Keep vendor setup moving after the decision to meet.
- Preserve purpose and participant context.
- Spend less time switching from chat to calendar tasks.
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 requests for explicit vendor onboarding calls with stated attendees and timing.
- 3Select Slack Channel Message Received and choose where run reports should appear.
- 4Test with one real vendor call request containing clear scheduling information.
Questions about this workflow
Will a vendor mention trigger a meeting?
No. The instruction should require an explicit request to schedule an onboarding call.
What if only a preferred week is given?
Notis can use the stated range if sufficient for a request, or ask for more detail when it is not.
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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