Turn a Slack refund agreement into a draft credit note
Capture the next accounting step when a refund or adjustment is agreed, without interrupting the conversation to create a record.
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 Credit Note
Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.
Why this helps
Refund decisions are easy to remember as conversations but easy to miss as accounting adjustments.
- Create a draft record close to the refund decision.
- Keep the reason for an adjustment connected to the Slack context.
- Make review and reconciliation easier to pick up later.
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 conversationally to prepare credit notes.
- 3Give Notis one instruction to create a draft credit note only after a refund or billing adjustment is clearly agreed in Slack.
- 4Choose the Slack channel message trigger and choose a run-report channel.
- 5Test with one real adjustment agreement and review the draft credit note.
Questions about this workflow
Is the credit note issued automatically?
The FreeAgent action creates the credit note in Draft status. Review it before taking further action.
Can it be matched to an invoice?
This workflow creates a credit note only. A separate FreeAgent reconciliation action is available if you want to apply it against an invoice.
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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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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