Skip to content
Notis

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.

TriggerScheduled

Add Calendar Connection

Tool to add a calendar integration to a user's account. use after gathering provider credentials.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact. use after confirming contact details before making the api call.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Fetch Contact

Fetch contact

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Fetch Meeting Details

Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Fetch User Profile

Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

List Meetings

Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Calendarhero.