Complete approved invoice adjustments
Once an adjustment is approved in Notion, let Notis connect the credit note and invoice in FreeAgent.
Trigger
Page Properties Updated
Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.
Action
Create Credit Note Reconciliation
Tool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note.
Why this helps
Approving an adjustment does not complete the accounting follow-through, which can leave records inconsistent.
- Carry approved adjustments through to reconciliation.
- Reduce loose ends between decision and bookkeeping.
- Keep the related invoice and credit note connected.
Setup
Build it in a few focused steps.
- 1Connect Notion and FreeAgent to Notis once through the portal.
- 2Create an automation instructing Notis to reconcile the specified credit note with its invoice when an adjustment is marked ready.
- 3Choose Page Properties Updated for the adjustment data source.
- 4Choose a channel for run reports and test with one fully identified adjustment.
Questions about this workflow
What must the Notion request identify?
It should provide enough context for Notis to identify both the FreeAgent credit note and its related invoice.
Is reconciliation reversible?
Review the specific invoice and credit note carefully; use this workflow only when the request clearly records an approved adjustment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Freeagent. A trigger fires from one place; an action lands in another.
Notion 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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Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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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).
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
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.
New Comment
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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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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.
Notion and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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