Turn Slack onboarding notes into ClickUp steps
Convert a quick onboarding message into an organized sequence of actions.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create checklist item
Creates a new checklist item within a specified, existing checklist, optionally setting the item's name and assigning it to a user.
Why this helps
Onboarding instructions are scattered across private messages and easy to miss.
- Make onboarding repeatable
- Reduce missed steps
- Save coordinator time
Setup
Build it in a few focused steps.
- 1Connect Slackbot and ClickUp in Notis once.
- 2Create an automation named Onboarding step builder.
- 3Tell Notis to add each onboarding action from the DM to the specified ClickUp checklist.
- 4Pick Direct Message Received as the trigger.
- 5Choose a report channel and test with one onboarding DM.
Questions about this workflow
Can it preserve the order of steps?
Yes. Ask Notis to create checklist items in the order they appear.
What identifies the checklist?
Provide the ClickUp task and checklist identifiers or a unique reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Clickup. A trigger fires from one place; an action lands in another.
Slackbot triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
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 guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
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 tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Slackbot and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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