Start every week with your FreshBooks projects in front of you
Mondays are hard enough without hunting for your own to-do list. On a weekly schedule, Notis fetches your FreshBooks projects and posts them to Slack so your week starts already organized.
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
A fuzzy Monday start, with no clear list of live work, sets a scattered tone for the whole week.
- Begin the week with a clear billable-work list
- Prioritize from a real list instead of memory
- Set an organized tone before the noise starts
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.
- 3Describe the outcome: every Monday, list my FreshBooks projects and post them to my planning channel.
- 4Pick a weekly Monday schedule as the trigger and choose the channel for run reports.
- 5Run a test to confirm the kickoff post arrives.
Questions about this workflow
Can I run it Sunday evening instead?
Yes. The schedule is yours, so you can prep the week whenever suits you.
Does it replace my planning tool?
No. It feeds your planning by putting the real project list where you can act on it.
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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