Keep agreed services in the FreeAgent price list
When the team settles on a repeatable service and its pricing, ask Notis to add it to the place you use for future estimates and invoices.
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 Price List Item
Tool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information.
Why this helps
Standard service details and prices can live only in discussion, making every new quote harder to prepare.
- Make repeatable services easier to reuse in billing.
- Keep agreed pricing details in FreeAgent.
- Reduce the need to reconstruct service descriptions for each quote.
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 add approved services.
- 3Tell Notis in one instruction to create a price list item only when Slack clearly confirms the service description and pricing.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real service decision and check its description and pricing in FreeAgent.
Questions about this workflow
Should every service idea be added?
No. Limit the workflow to decisions that clearly establish a repeatable service and its pricing.
What information can the price list item include?
The FreeAgent action supports a code, description, pricing, and tax information. The prompt should use details present in the decision.
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.
Cashflow summary for a date range
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
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.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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