Turn an approved Slack correction into a journal set
Give a documented accounting correction a clear route into FreeAgent when the necessary entries have been agreed.
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
Create a Journal Set
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).
Why this helps
An adjustment decision can remain in chat while the manual journal entry is forgotten or delayed.
- Move approved correction details into an accounting record.
- Keep the rationale close to the adjustment workflow.
- Reduce the effort of returning to old conversations to reconstruct the decision.
Setup
Build it in a few focused steps.
- 1Connect Slack and FreeAgent to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis in plain language to prepare approved journal sets.
- 3Tell Notis to create a journal set only from an explicit accounting correction with clear debit and credit details in Slack.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real, reviewed correction and confirm that the journal balances to zero.
Questions about this workflow
Can the journal set be unbalanced?
No. FreeAgent requires journal entries to balance to zero, with total debits equal to total credits.
Should casual accounting discussion trigger this?
No. Limit the prompt to explicit, approved corrections with enough detail to create balanced entries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Freeagent. A trigger fires from one place; an action lands in another.
Slack triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Get Company Details
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create a Journal Set
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).
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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Reaction Added Trigger
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Connect any two apps with Notis in the middle.
Slack and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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