A quick FreshBooks project check before every invoice
Invoicing is stressful when you are not sure the work is captured. Send Notis a quick DM and it lists your FreshBooks projects so you can confirm what is there and bill with a clear head.
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 Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
Sending invoices while unsure the underlying projects are all accounted for leads to awkward corrections and lost trust.
- Confirm the work exists before you bill for it
- Reduce invoice corrections and awkward follow-ups
- Do the check privately in a Slack DM
Setup
Build it in a few focused steps.
- 1Connect Slack and FreshBooks to Notis once from the portal.
- 2Ask Notis for your portal link and open Automations, then New Automation.
- 3Write the prompt: when I DM Notis before invoicing, list my FreshBooks projects and reply.
- 4Select the direct message trigger and choose where Notis reports runs.
- 5Send a test DM to confirm the project list comes back.
Questions about this workflow
Does Notis send the invoice?
This workflow lists your projects so you can confirm the work before you invoice. The invoicing step stays in your hands.
Is the check private?
Yes. It happens in your Slack DM with Notis.
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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