Confirm the right collaborator during a handoff
Resolve a user identity question from Slack by checking the relevant Kanbanize account details.
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
Get User
Tool to get the details of a specified user in Kanbanize. Use when you need to retrieve information about a user such as their username, email, real name, avatar, enabled status, language preferences, timezone, and other attributes.
Why this helps
A handoff can stall when names, accounts, or user status are unclear across tools.
- Clarifies which Kanbanize user is referenced
- Helps teams verify account status during a handoff
- Reduces guesswork about collaborator identity
Setup
Build it in a few focused steps.
- 1Connect Slack and Kanbanize to Notis once through the portal.
- 2Create an automation with one instruction to retrieve the relevant Kanbanize user's details when a handoff discussion asks for identity clarification.
- 3Select Slack Channel Message Received as the trigger.
- 4Choose a run-report channel and test with one real handoff question.
Questions about this workflow
Does this assign work to the user?
No. It retrieves user details and does not change card ownership.
What information can help identify the account?
Use the name or other account context provided in the Slack discussion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Kanbanize. A trigger fires from one place; an action lands in another.
Slack triggers
Kanbanize actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a comment to a card
Tool to add a comment to a Kanbanize card. Use when you need to add notes, updates, or any text-based information to an existing card.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check Board Milestone
Tool to check if a milestone is available on the specified board. Use when you need to verify milestone existence on a specific board. Returns True if the milestone is available (HTTP 204), False if not found (HTTP 404).
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Check User Is Card Watcher
Tool to check if a user is a watcher of a specific card. Use when you need to verify if a user is watching a card.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Board
Tool to delete a board by its ID. Use when you need to permanently remove a board from Kanbanize. Note: The board must be archived before deletion.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Card
Tool to delete a card from the Kanbanize board. Use when you need to permanently remove a card and all its associated data from the board.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Tag
Tool to delete a tag from Kanbanize. Use when removing a tag and optionally replacing it with another tag for all affected cards.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Workflow
Tool to delete a workflow for the specified board. Use when you need to permanently remove a workflow from a board.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Board Block Reasons
Tool to get a list of block reasons available on a board. Use when you need to retrieve available block reasons for a specific board.
Connect any two apps with Notis in the middle.
Slack and Kanbanize, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Kanbanize.