Start a new project channel with task context
When a project conversation gets its own Slack channel, bring existing Firmao task context into view.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
List Tasks
Tool to retrieve a list of tasks. Use when browsing tasks with pagination, sorting, or filters after confirming organization ID.
Why this helps
A new project space can make existing work feel scattered across tools.
- Prompt an early review of related existing work.
- Reduce duplicate task creation from incomplete context.
- Give a new project conversation a more grounded start.
Setup
Build it in a few focused steps.
- 1Connect Slack and Firmao to Notis once through the portal.
- 2Create a portal automation or ask Notis to list Firmao tasks when a new Slack channel is created.
- 3Describe in one prompt how the task list should help the project owner review relevant work.
- 4Select the Slack New Channel Created trigger and choose a channel for run reports.
- 5Test by creating a project channel and reviewing the retrieved task list.
Questions about this workflow
Does creating a channel automatically create tasks?
No. This workflow lists existing Firmao tasks for review; it does not create tasks.
Can it know which tasks belong to the project?
The prompt should use available channel context and only present tasks that can be reasonably connected to the project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Firmao. A trigger fires from one place; an action lands in another.
Slack triggers
Firmao actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company Setting
Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Contact
Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.
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 Invoice
Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.
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 Offer
Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Invoice
Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Task
Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.
Connect any two apps with Notis in the middle.
Slack and Firmao, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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