Find your FreshBooks business when a client is added in Notion
Keep a new client from turning into a search task. Notis can list your FreshBooks businesses as soon as a client page is added to your Notion database.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
List Businesses
Tool to list all businesses associated with the authenticated user.
Why this helps
A new client can stall while you look for the right FreshBooks business among several billing workspaces.
- Surface available billing businesses at the point a client is captured.
- Reduce the need to switch tools just to check account context.
- Get a run report in the channel you already monitor.
Setup
Build it in a few focused steps.
- 1Connect Notion and FreshBooks to Notis once through the portal.
- 2Create an automation in the portal or tell Notis you want a new Notion client record to prompt a FreshBooks business list.
- 3Use one plain-language instruction asking Notis to list the businesses and summarize which may fit the client context.
- 4Choose the Notion New Page trigger and a channel for run reports, then test with one real client entry.
Questions about this workflow
Does this create a FreshBooks client?
No. The available FreshBooks action lists businesses associated with your account; it does not create clients.
Can I limit it to a specific Notion database?
The prompt can describe the intended client context, but the trigger settings in this workflow do not provide database filtering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Freshbooks. A trigger fires from one place; an action lands in another.
Notion triggers
Freshbooks actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Businesses
Tool to list all businesses associated with the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Projects
Tool to list all projects for a business. use after confirming the business id.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
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.
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.
Connect any two apps with Notis in the middle.
Notion and Freshbooks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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