Keep Client and Project Context Connected
A quick Slack clarification about a project's client can update Hub Planner too, helping the team find the relationship without searching chat.
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
Add Clients to Project
Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
Why this helps
Client context is easy to lose when a project has been created before the relationship is confirmed.
- Keep client ownership visible on the project.
- Reduce repeat questions about which client a project serves.
- Wait for an explicit relationship before updating records.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hub Planner to Notis once through the portal.
- 2Create an automation asking Notis to associate a client only when Slack explicitly confirms the project relationship.
- 3Select the Slack channel message trigger and choose a run-report channel.
- 4Test with one real clarification naming both the client and project.
Questions about this workflow
Will a mention of a client link it automatically?
Tell Notis to act only when the message clearly establishes the client-project relationship.
What if the client or project does not exist?
Ask Notis to skip the association and report what record needs attention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hub Planner. A trigger fires from one place; an action lands in another.
Slack triggers
Hub Planner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Clients to Project
Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add project custom field choices
Add choices to a project custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new options to an existing dropdown, radio button, or checkbox custom field in Hub Planner projects.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add Projects to Group
Tool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add Project Tags
Tool to add tags to a Hub Planner project. Preserves existing tags and appends new ones. Use when you need to add one or more tags to a project without removing existing tags.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add Resource Custom Field Choices
Tool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new selection options to an existing custom field template.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add Resources to Project
Tool to add resources to a project by project ID. Use when you need to associate one or more resources with a specific project.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Add Resources to Resource Group
Tool to add resources to a resource group by group ID. Use when you need to associate one or more resources with a specific resource group.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Add Resource Tags
Tool to add tags to a resource in Hub Planner. Preserves existing tags and appends new ones. Use when you need to categorize, label, or organize resources using tags.
Connect any two apps with Notis in the middle.
Slack and Hub Planner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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