Capture project tasks from Telegram in FreeAgent
When a project request lands in chat, Notis can add it to the right FreeAgent project as a task.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Create Task Under Project
Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
Why this helps
A request in chat can be acknowledged and still slip past the actual task list.
- Move requests into the project record where work is tracked.
- Reduce manual copy-and-paste.
- Keep next steps visible after leaving Telegram.
Setup
Build it in a few focused steps.
- 1Connect Telegram and FreeAgent to Notis once in the portal.
- 2Create an automation in the portal or ask Notis for one in plain language.
- 3In one instruction, ask Notis to create a FreeAgent task under the matching project for actionable Telegram requests and flag uncertain project matches.
- 4Choose the Telegram message trigger and where run reports should go.
- 5Test with one real project request and check the task in FreeAgent.
Questions about this workflow
What if the project is not clear from the message?
Tell Notis to flag the message for clarification when it cannot confidently identify the project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Freeagent. A trigger fires from one place; an action lands in another.
Telegram triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Create a Journal Set
Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Sales Tax Period
Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Create Task Under Project
Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create A Timeslip
Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Create a User
Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
Create Bank Account
Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
Connect any two apps with Notis in the middle.
Telegram and Freeagent, 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 Freeagent.