Keep campaign alert context with the client record
Capture the reason for a campaign-related client follow-up where your team can find it later.
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
A noteworthy campaign event can be lost between an alert, a client conversation, and the accounting record.
- Keep client-related campaign context with the contact record.
- Reduce reliance on remembering which alert needs follow-up.
- Create a searchable reference for the next conversation.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Ask Notis to create a webhook automation that uses an incoming campaign alert to add a relevant context note to the matching FreeAgent contact.
- 3Choose a channel for run reports and create the automation in the portal.
- 4Send one test alert through your monitoring setup and check the contact note.
Questions about this workflow
Does Google Ads send this webhook directly?
No. Your monitoring tool or custom backend must send the request to the Notis webhook.
Will the note be added to the right contact automatically?
Notis interprets the information in the request and prompt; test with a clear contact reference before relying on it.
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.
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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
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