Turn a Slack approval reaction into a draft invoice
When a billing conversation is ready, a consistent reaction can prompt Notis to prepare a draft invoice in FreeAgent.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Create Invoice
Tool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later.
Why this helps
Approved billing details can sit in Slack while invoice creation waits for someone to remember the next step.
- Give the team a simple signal for invoice preparation.
- Move approved billing context into a FreeAgent draft.
- Reduce delay between agreement and invoice setup.
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 invoices from approved Slack messages.
- 3Write one instruction explaining which approval reaction means create a draft invoice and how to interpret the billing conversation.
- 4Choose the Slack message reaction added trigger, including the relevant channel and emoji if appropriate, and select a run-report channel.
- 5Test with one real approved billing message and verify the draft before using it for routine work.
Questions about this workflow
Does this send the invoice to the client?
No. The selected FreeAgent action creates an invoice in Draft status; it can be reviewed and sent later.
Can any reaction start the automation?
The Slack reaction trigger supports optional channel and emoji filtering. Specify the intended signal when setting up the trigger and prompt.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
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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.
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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.
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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
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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.
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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