Start a revised estimate from a Slack requote request
A revised quote can start from the existing estimate. Have Notis create a fresh draft when a requote request is clear.
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
Duplicate Estimate
Tool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and dated_on set to today.
Why this helps
Updating a quote can feel like a separate project when the client asks for a small revision in a busy conversation.
- Start revisions from the existing quote structure.
- Keep the new estimate in Draft status for review.
- Reduce setup effort when a client asks for a revised quote.
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 revised quote drafts.
- 3Tell Notis to duplicate the relevant existing FreeAgent estimate when Slack clearly requests a requote, using the conversation to identify the estimate.
- 4Choose the Slack channel message trigger and choose where run reports should go.
- 5Test with one real requote request and review the new draft estimate.
Questions about this workflow
Will the duplicate be sent to the client?
No. A duplicated estimate is created in Draft status.
What changes are made to the duplicate?
FreeAgent assigns the next reference and sets the date to today. Review and revise the draft before sending.
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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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
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Direct Message Received
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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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Message Reaction Removed
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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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