Keep campaign review connected to accounting activity
Gather campaign context and relevant transaction history in one recurring review prompt.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Accounting Transactions
Tool to list all accounting transactions from FreeAgent. Use when you need to retrieve transaction history for accounting purposes. Filter by date range or nominal code to narrow results.
Why this helps
Finding the accounting activity behind marketing costs can turn a simple performance review into a long search across tools.
- Review transaction history near campaign performance.
- Make finance follow-up more targeted by period.
- Reduce time spent searching accounting records manually.
Setup
Build it in a few focused steps.
- 1Connect Google Ads and FreeAgent to Notis once in the portal.
- 2Tell Notis to review Google Ads performance and list FreeAgent accounting transactions for the matching date range.
- 3Choose a monthly cron trigger and select a channel for run reports.
- 4Test with a recent month and confirm the transaction period is appropriate.
Questions about this workflow
Does this assign transactions to campaigns?
No. It retrieves accounting transactions and campaign performance; it does not provide a guaranteed campaign attribution.
Can I narrow the transaction search?
Describe the relevant dates or nominal code in the plain-language instruction where applicable.
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
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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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