Turn supplier bill details in Slack into FreeAgent bills
Give supplier costs a dependable path from Slack discussion to bookkeeping, using a clear message as the starting point.
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 Bill with Attachment
Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.
Why this helps
A bill mentioned in chat can be forgotten or recorded late when bookkeeping is already competing for attention.
- Make supplier bill recording easier to start from Slack.
- Keep bill details connected to the relevant supplier or project.
- Reduce the chance that a cost stays only in conversation history.
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 in plain language to record supplier bills.
- 3Tell Notis in one instruction to create a FreeAgent bill only when a Slack message contains clear supplier bill information and to use any available attachment as supporting material.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real bill example and review the resulting FreeAgent record.
Questions about this workflow
Can the workflow use an attachment?
The FreeAgent bill action supports an optional attachment. Tell Notis to use the message attachment when it is the supplier bill document.
Should informal cost mentions create bills?
No. Limit the prompt to messages that clearly represent a supplier bill with enough information to record.
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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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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