Add agreed Slack scope changes to a FreeAgent estimate
Keep a quote aligned with a change in scope by asking Notis to add agreed work to the existing estimate.
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 Item
Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.
Why this helps
An approved change can be discussed in Slack but left out of the estimate used for billing and approval.
- Keep estimates closer to the agreed scope.
- Reduce the chance that extra work goes unquoted.
- Avoid re-entering agreed details from the 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 tell Notis in plain language what update you want.
- 3Ask Notis to add an item to the existing FreeAgent estimate only when a scope addition is clearly approved in Slack, using the conversation for the item details.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real approved scope change and confirm the estimate item.
Questions about this workflow
Does this create a new estimate?
No. The selected action adds a line item to an existing estimate.
How should Notis identify the estimate?
Explain in the prompt how the conversation refers to the client or estimate, then verify the first update carefully.
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
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Channel Message Received
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Direct Message Received
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Message Reaction Added
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Message Reaction Removed
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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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