A daily FreshBooks project standup, posted straight to Slack
Instead of logging into FreshBooks to jog your memory, let Notis fetch your live project list on a schedule and drop it into the Slack channel you already live in. Your day starts with a clean picture of the work that is actually on the clock.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
Opening the billing tool every morning just to recall your open projects is an easy way to lose an hour to tab-switching and distraction.
- See every live FreshBooks project without opening the billing dashboard
- Start the day grounded in the work that is actually billable
- Skip the tab-switch that so often derails a fresh morning
Setup
Build it in a few focused steps.
- 1Connect Slack and FreshBooks to Notis once from the portal.
- 2Ask Notis to send your portal link, then open Automations and choose New Automation.
- 3Write the plain-language prompt: each morning, list my active FreshBooks projects and post them to my Slack standup channel.
- 4Pick a recurring daily schedule as the trigger and choose the Slack channel where Notis reports runs.
- 5Run it once to confirm the project list lands where you expect.
Questions about this workflow
Do I have to pick which FreshBooks fields to show?
No. You describe the outcome in one sentence and Notis decides what to include. There are no field-mapping screens.
Can I change the time it posts?
Yes. The schedule is part of the trigger, so you can set it to any time that fits your morning routine.
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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