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Notis

Keep Hub Planner Resources Current from Slack

When the team confirms a new member in Slack, Notis can create their Hub Planner resource profile so planning can include them sooner.

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 Resource

Tool to create a new resource in Hub Planner. Pass a resource object with firstName (required) and optional fields. Can optionally send an invitation email by setting sendInviteEmail to true (requires email field).

Why this helps

A new teammate can be left out of allocation planning while their details remain only in a chat announcement.

  • Bring confirmed team members into planning sooner.
  • Reduce forgotten roster updates during onboarding.
  • Use only clear announcements rather than tentative hiring discussions.

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 create a resource only after a team member's start is confirmed.
  • 3Select the Slack channel message trigger and choose a report channel.
  • 4Test with one real announcement containing the confirmed person's name.

Questions about this workflow

Will the automation invite the person?

The action creates a resource; specify whether invitation behavior is appropriate in the plain-language instruction.

Can tentative candidates be added?

Tell Notis to ignore candidates and act only on confirmed team members.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

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

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.

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

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.

ActionInstant

Message Reaction Added

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

TriggerInstant

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.

ActionInstant

Message Reaction Removed

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

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

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.

ActionInstant

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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