Prepare an estimate from a confirmed ad opportunity
Turn a confirmed opportunity handoff into a draft estimate so proposal preparation has a clear next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Estimate
Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item_type, quantity, price, and description.
Why this helps
Promising opportunities can cool off while proposal details are copied manually into accounting software.
- Start proposal preparation from a confirmed handoff.
- Reduce manual entry for estimate drafts.
- Keep the next sales step visible and reviewable.
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 prepares a draft FreeAgent estimate from a confirmed opportunity handoff.
- 3Choose where run reports should appear and create the automation.
- 4Send one sample with the client and scope details, then review the draft estimate before sending.
Questions about this workflow
Will the estimate be emailed automatically?
No. This action creates an estimate; review and send it separately.
Does the opportunity come directly from Google Ads?
No. Your CRM or backend must send a confirmed opportunity handoff to the Notis webhook.
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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