Keep invoice dates current after Slack decisions
Let a clear decision about an invoice date reach the Firmao record without another manual reminder.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Update Invoice
Tool to update an invoice. Use when you need to modify an existing invoice by its ID after retrieving its details.
Why this helps
Administrative date changes are easy to leave in chat while the invoice retains old information.
- Capture confirmed date changes in the relevant invoice.
- Reduce follow-up work after billing discussions.
- Keep invoice details easier to trust.
Setup
Build it in a few focused steps.
- 1Connect Slack and Firmao to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to update Firmao invoice dates after clear Slack decisions.
- 3Use one plain-language instruction to define confirmation and identify the matching invoice.
- 4Pick the Slack Channel Message Received trigger and a run-report channel.
- 5Test with a real message that identifies the invoice and its confirmed revised date.
Questions about this workflow
Can this act on tentative dates?
Tell Notis to wait for a clear, confirmed date decision before updating an invoice.
What if more than one invoice could match?
The instruction should ask Notis to update only when the intended invoice can be identified confidently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Firmao. A trigger fires from one place; an action lands in another.
Slack triggers
Firmao actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company Setting
Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Contact
Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Invoice
Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Offer
Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Invoice
Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Task
Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.
Connect any two apps with Notis in the middle.
Slack and Firmao, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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