Ask Notis in a DM, get your FreshBooks businesses back
Not sure which set of books a task belongs to? Send Notis a direct message and it replies with all your FreshBooks businesses, so you can confirm before you act, quietly and instantly.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
List Businesses
Tool to list all businesses associated with the authenticated user.
Why this helps
Second-guessing which business a piece of work belongs to breaks your flow and invites mistakes.
- Confirm the right entity before you start working
- Get the answer privately in a Slack DM
- Avoid logging into billing just to check
Setup
Build it in a few focused steps.
- 1Connect Slack and FreshBooks to Notis once from the portal.
- 2Open Automations in the portal and choose New Automation.
- 3Write the prompt: when I DM Notis about my businesses, list my FreshBooks businesses and reply.
- 4Select the direct message trigger and choose where Notis reports runs.
- 5Send a test DM to confirm the business list comes back.
Questions about this workflow
Why list businesses first?
Confirming the right entity is the safe first step before any deeper billing work, and it takes seconds this way.
Can I ask casually?
Yes. Notis reads natural language, so a plain question in your DM is enough.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Businesses
Tool to list all businesses associated with the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Projects
Tool to list all projects for a business. use after confirming the business id.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Connect any two apps with Notis in the middle.
Slack and Freshbooks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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