Keep the ad lead handoff with the contact
Capture the source and follow-up context once, so the next client conversation starts with the right background.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.
Why this helps
Lead details and campaign source can get separated from the contact record before anyone follows up.
- Preserve campaign source context for client follow-up.
- Keep lead background close to the contact record.
- Reduce manual copying between lead notifications and accounting.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Create a webhook automation with a plain-language instruction to add incoming lead and campaign context to the matching FreeAgent contact note.
- 3Pick where Notis should report runs and create the automation.
- 4Send one sample handoff from your lead system and inspect the resulting note.
Questions about this workflow
Does this collect leads directly from Google Ads?
No. An external lead system or backend must send the lead handoff to Notis.
Does it create a contact if no match exists?
This workflow is for adding context to a matching contact; review unmatched handoffs and define any contact-creation behavior in the prompt if desired.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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