Carry Confirmed Client Wins into Hub Planner
When a new client is confirmed in Slack, Notis can create its Hub Planner client record so the team has a consistent place to connect project work.
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 Client
Tool to create a new client in Hub Planner. Use when you need to add a new client organization to the system.
Why this helps
Client details announced in chat can be missed when project setup depends on a separate manual record.
- Capture confirmed client wins close to the announcement.
- Reduce duplicate entry during onboarding.
- Make the client available for later project association.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hub Planner to Notis once through the portal.
- 2Create an automation to create a Hub Planner client only for confirmed new-client announcements.
- 3Choose the Slack channel message trigger and select where Notis reports runs.
- 4Test with one real confirmed client announcement and inspect the client record.
Questions about this workflow
Will a sales lead create a client record?
Tell Notis to wait for explicit confirmation that the organization is a client.
Can it also create a project?
This workflow creates the client record; project creation should be a separate instruction and workflow.
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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