Slack asks, FreshBooks answers, automatically
A teammate posts a question about what projects are open, and Notis quietly pulls the live FreshBooks list and replies in the same thread. No context-switch, no you being the human lookup service.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
Being the person everyone pings to check the billing tool means your focus gets interrupted a dozen times a day.
- Stop being the manual lookup service for project questions
- Give the whole channel the same accurate project list
- Keep the answer in the thread where the question was asked
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 in plain language: when a channel message asks about current projects, list my FreshBooks projects and reply.
- 4Select the Slack channel message trigger and choose where Notis reports each run.
- 5Post a test question in the channel to confirm the reply looks right.
Questions about this workflow
Will it reply to every message?
Notis reads the message and only responds when it is actually a project question, because you describe the intent in plain language.
Does this work in private channels?
Yes, as long as Notis is connected to Slack and has access to the channel where the trigger runs.
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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