New Slack channel, FreshBooks context already posted
The moment you create a channel for a new engagement, Notis pulls your FreshBooks projects and posts them so the billing picture is there from message one, no manual setup required.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
New channels start empty, and remembering to add billing context later is exactly the kind of task that slips.
- Give every new channel instant billing context
- Remove a setup step you would otherwise forget
- Start client work with projects already in view
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 a new Slack channel is created, list my FreshBooks projects and post them there.
- 4Select the new channel created trigger and choose where Notis reports runs.
- 5Create a test channel to confirm the projects post as expected.
Questions about this workflow
Does it fire for every new channel?
It fires on channel creation, and your plain-language prompt tells Notis what to do when it does.
Can it post into the new channel itself?
Yes, you can describe posting the project list into the newly created channel in your prompt.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Freshbooks.