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Notis

Slack messages that resolve into the right FreshBooks business

When a channel conversation touches billing, Notis pulls your FreshBooks businesses and replies so the team can point at the correct entity right away, no guessing and no dashboard detour.

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

List Businesses

Tool to list all businesses associated with the authenticated user.

Why this helps

Cross-entity confusion in a busy channel leads to work logged against the wrong business and cleanup later.

  • Point the team at the right entity in the moment
  • Prevent work being tied to the wrong business
  • Keep the answer in the channel thread

Setup

Build it in a few focused steps.

  • 1Connect Slack and FreshBooks to Notis once from the portal.
  • 2Ask Notis for your portal link and open Automations, then New Automation.
  • 3Describe the outcome: when a channel message asks which business applies, list my FreshBooks businesses and reply.
  • 4Select the Slack channel message trigger and choose the channel for run reports.
  • 5Post a test message to confirm the reply is accurate.

Questions about this workflow

Will it flood the channel?

Notis only responds when the message is actually about confirming a business, because you describe the intent in plain language.

Does it work across multiple channels?

You set the trigger channel during setup and can build a separate automation for others.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Freshbooks. A trigger fires from one place; an action lands in another.

Slack triggers

Freshbooks actions

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

List Businesses

Tool to list all businesses associated with the authenticated user.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

List Projects

Tool to list all projects for a business. use after confirming the business id.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Reaction Removed Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.

TriggerInstant

New Bot Message Received Trigger

DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.

TriggerInstant

Connect any two apps with Notis in the middle.

Not just Slack and Freshbooks. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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