Turn an agreed Slack scope into a FreeAgent estimate
Keep proposal work moving by asking Notis to prepare a draft estimate when the team settles on a client scope in Slack.
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 Estimate
Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item_type, quantity, price, and description.
Why this helps
A settled scope can still require a separate, easy-to-delay step before a quote exists.
- Start a draft estimate while the scope is clear.
- Keep agreed client deliverables close to the quote.
- Reduce repeated reading of long scope discussions.
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 prepare an estimate from an agreed scope.
- 3Write one instruction telling Notis when a Slack scope is final enough for a draft estimate and how to use the discussion details.
- 4Choose the Slack channel message trigger and select a run-report channel.
- 5Test with one real scope agreement and review the estimate draft before sending.
Questions about this workflow
Will the estimate be emailed automatically?
No. This FreeAgent action creates an estimate; emailing it requires a separate action.
What does the estimate action require?
It requires a contact, reference, date, type, status, and at least one estimate item. Use the prompt to help Notis identify these from the conversation.
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
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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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