Keep client commitments from DMs in FreeAgent
A promise made in a quick DM can be easy to lose. Ask Notis to preserve meaningful follow-up context with the client record.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Note
Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.
Why this helps
Private follow-up messages are easy to forget when they are separate from project and client records.
- Capture commitments that arrive outside project channels.
- Keep follow-up context with the client or project record.
- Spend less time searching private conversations for details.
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 tell Notis what to do in plain language.
- 3In one instruction, ask Notis to save explicit client follow-up commitments from Slack DMs as a note on the relevant FreeAgent contact or project.
- 4Choose the Slack direct message received trigger and a channel for run reports.
- 5Test with one real commitment and check that the note is attached to the intended record.
Questions about this workflow
Does this monitor channel messages too?
This workflow uses the Slack direct message received trigger, which catches DMs across DM channels.
Should every DM be saved?
No. Tell Notis to capture only explicit client commitments or other context you will need for follow-up.
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
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Freeagent.