An evening FreshBooks recap so you can actually log off
The open loops that keep you up at night are usually the ones you did not write down. Each evening Notis pulls your FreshBooks projects into Slack so you can close the day with a clear, complete picture.
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
Ending the day unsure what is still open keeps your mind churning long after you have stepped away.
- Close the day with every project accounted for
- Quiet the open loops before you log off
- Turn a nightly worry into a five-second read
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.
- 3Write the prompt: each evening, list my FreshBooks projects and post the recap to Slack.
- 4Pick an evening schedule as the trigger and choose the channel for run reports.
- 5Run it once to confirm the recap lands.
Questions about this workflow
Can I set the exact time?
Yes. You choose the evening time that matches when you usually wind down.
Is it different from the morning version?
Same idea, different moment. Many founders run both to bookend the day.
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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