Carry Approved Rate Decisions into Hub Planner
When the team explicitly approves a billing rate in Slack, Notis can record it in Hub Planner so project planning can use the agreed figure.
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 Billing Rate
Tool to create a new billing rate in Hub Planner. Use when you need to define a new billing rate with a specific name, currency, and rate amount.
Why this helps
Approved commercial details can be hard to recover from chat when project setup or billing begins.
- Preserve approved rate decisions in the planning system.
- Reduce repeated searching for commercial terms.
- Require explicit approval before creating a rate record.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hub Planner to Notis once through the portal.
- 2Create an automation instructing Notis to create a billing rate only from an explicit, complete approval.
- 3Select the Slack channel message trigger and choose a run-report channel.
- 4Test with one real approved rate decision and check the resulting rate details.
Questions about this workflow
Will a rate proposal be recorded?
Tell Notis to act only on explicit approval, not draft or suggested rates.
What if the currency is missing?
Ask Notis to skip the action and report that the rate needs clarification.
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.
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Webhook trigger
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
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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.
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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.
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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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