Every FreshBooks business you run, listed in Slack daily
Juggling more than one entity is its own kind of overhead. Each day, Notis fetches all of your FreshBooks businesses and posts them to Slack so you never lose track of which books you are in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Businesses
Tool to list all businesses associated with the authenticated user.
Why this helps
When you run several businesses, keeping them all straight in your head is a constant low-grade tax on attention.
- Keep every FreshBooks entity visible in one Slack post
- Stop holding your business list in your head
- Confirm which books are active before you dig in
Setup
Build it in a few focused steps.
- 1Connect Slack and FreshBooks to Notis once from the portal.
- 2Ask Notis for your portal link, then open Automations and New Automation.
- 3Describe the outcome: each day, list all my FreshBooks businesses and post them to Slack.
- 4Pick a daily schedule as the trigger and choose the channel for run reports.
- 5Run it once to confirm the business list arrives.
Questions about this workflow
Is this useful with one business?
It shines with several entities, but even with one it gives you a quick daily confirmation of your books.
Do I configure anything beyond the prompt?
No. You pick the schedule and channel, then describe the outcome in one sentence.
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.
List Businesses
Tool to list all businesses associated with the authenticated user.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Projects
Tool to list all projects for a business. use after confirming the business id.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
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.
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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