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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.

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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