Move completed milestones into billing
Use a clear ready-to-bill status to turn completed milestone details into a draft 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 Invoice
Tool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later.
Why this helps
A completed delivery milestone can be forgotten when invoicing depends on remembering a separate admin task.
- Connect project completion to billing preparation.
- Reduce delays between delivery and invoicing.
- Keep invoice creation reviewable before it reaches a client.
Setup
Build it in a few focused steps.
- 1Connect Notion and FreeAgent to Notis once through the portal.
- 2Create an automation asking Notis to prepare a FreeAgent draft invoice when a milestone is marked ready to bill.
- 3Choose Page Properties Updated for the milestone database.
- 4Pick a channel for run reports and test with one billable milestone.
Questions about this workflow
Will this invoice the customer immediately?
No. It creates a draft invoice for you to review in FreeAgent.
What if a milestone is not billable?
Describe the billable readiness condition in the prompt and test it with both a suitable example and a non-billable record.
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.
Get Company Details
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All Page Events
Triggers when any Notion page is created or updated across the workspace.
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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
Triggers when a new comment is added to a specified Notion block or page.
Create Task Under Project
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.
Create a User
Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
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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