Plan campaigns with bank account context
Use a regular review to consider campaign performance and the accounts used to track business money in FreeAgent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bank Accounts
Tool to list bank accounts in FreeAgent. Use when you need to retrieve all bank accounts or filter by account type (standard, credit card, or PayPal).
Why this helps
Founders can lose time jumping between campaign performance and finance views before a planning conversation.
- Keep financial account context near campaign planning.
- Reduce the number of places to check before a review.
- Make recurring planning preparation more predictable.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Tell Notis to review Google Ads performance and list FreeAgent bank accounts for planning context.
- 3Choose a monthly or quarterly cron trigger and a report channel.
- 4Test with a recent campaign review and confirm the output is useful for your planning needs.
Questions about this workflow
Does this retrieve bank transactions?
No. It lists bank accounts; use a transaction-focused workflow when transaction history is needed.
Does it move money or change budgets?
No. It only gathers information for a human planning review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Ads to Freeagent. A trigger fires from one place; an action lands in another.
Google Ads triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
Create a Journal Set
Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).
Create Sales Tax Period
Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.
Create Task Under Project
Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
Create A Timeslip
Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.
Create a User
Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
Create Bank Account
Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
Connect any two apps with Notis in the middle.
Google Ads and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Freeagent.