Add approved Slack charges to a FreeAgent invoice
When a client approves extra work, keep the invoice aligned by adding the agreed charge to its FreeAgent record.
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 Invoice Item
Tool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description.
Why this helps
Additional work may be agreed in chat but overlooked when the invoice is prepared.
- Keep approved extra charges attached to the relevant invoice.
- Reduce omissions when billing for work beyond the original scope.
- Reuse details already available in the Slack conversation.
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 conversationally to update invoices.
- 3Write one instruction for Notis to add an invoice item only when an additional charge is clearly approved in Slack and to identify the correct invoice from context.
- 4Choose the Slack channel message trigger and select a channel for run reports.
- 5Test with one real approved charge and confirm the invoice item in FreeAgent.
Questions about this workflow
Does this create or send an invoice?
No. This action adds a line item to an existing invoice; it does not create or send one.
What should the prompt focus on?
Ask Notis to act only on clear approvals and to use the conversation to identify the existing invoice and agreed charge.
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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Webhook trigger
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
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Channel Message Received
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Direct Message Received
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Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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Message Reaction Removed
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Create a User
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Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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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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