A weekly roll call of every FreshBooks business you run
Running multiple entities means it is easy to let one quietly slip your attention. Once a week, Notis lists all your FreshBooks businesses in Slack so each one gets a moment in view without any effort from you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Businesses
Tool to list all businesses associated with the authenticated user.
Why this helps
When you juggle several businesses, one of them always risks fading into the background until something goes wrong.
- Keep every entity in regular view
- Prevent a quiet business from slipping your attention
- Get steady oversight with zero manual effort
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: every week, list all my FreshBooks businesses and post them to Slack.
- 4Pick a weekly schedule as the trigger and choose the channel for run reports.
- 5Run it once to confirm the business roll call arrives.
Questions about this workflow
How is this different from the daily version?
It is a lighter cadence for founders who want oversight without a daily post cluttering the channel.
Can I add projects too?
This one focuses on businesses. You can build a separate automation for the project list.
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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