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Notis

Keep marketing supplier bills in view

A scheduled pairing of campaign performance and bill records helps keep payment and review questions from being forgotten.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Bills

Tool to retrieve a list of bills from FreeAgent. Use when you need to view bills with optional filters by status, date range, contact, or project.

Why this helps

Supplier bills related to marketing can get buried while attention stays on campaign dashboards.

  • Surface relevant bill records during marketing review.
  • Keep supplier cost follow-up on a recurring cadence.
  • Avoid extra app switching to gather payment context.

Setup

Build it in a few focused steps.

  • 1Connect Google Ads and FreeAgent to Notis once in the portal.
  • 2Ask Notis to review Google Ads performance and retrieve relevant FreeAgent bills for the same review period.
  • 3Choose a monthly cron schedule and run-report channel.
  • 4Test with a recent period and verify that the bills returned are relevant to your marketing activity.

Questions about this workflow

Does this pay bills?

No. It retrieves bill records for review and does not make payments.

Will all bills be advertising costs?

Not necessarily. Describe the supplier or date context in the prompt and check results before acting.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Company Details

Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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