Move a client handoff into a project kickoff
Create a clear project home when marketing brings in work that is ready for delivery.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Tool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative.
Why this helps
New engagements can lose momentum when someone must manually convert a client handoff into a project setup step.
- Turn a ready client handoff into a project record.
- Keep delivery setup from becoming an informal reminder.
- Reduce the gap between lead conversion and work kickoff.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Create a webhook automation asking Notis to create a FreeAgent project from a confirmed external client handoff.
- 3Select the run-report channel and create the automation.
- 4Send a test handoff for a known client and verify project details before using it for live work.
Questions about this workflow
Does every ad lead create a project?
No. Only send a webhook when the engagement is confirmed and ready for project setup.
Does this also create an estimate or invoice?
No. It creates a project; estimate and invoice workflows are separate actions.
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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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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