Start each month with a quick business account check
A monthly reminder with the current business directory can make recurring admin easier to pick up without searching for context.
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
Recurring monthly tasks are harder to start when account details are scattered across tools.
- Pair account context with the start of a recurring admin cycle.
- Make connected businesses easy to review periodically.
- Reduce setup time for monthly account work.
Setup
Build it in a few focused steps.
- 1Connect FreshBooks to Notis once through the portal.
- 2Create an automation in the portal with one instruction to retrieve the FreshBooks business list at the start of each month.
- 3Ask Notis in plain language to return a short directory for recurring account review.
- 4Choose a monthly schedule and a channel for run reports.
- 5Run one test and confirm the report fits your monthly routine.
Questions about this workflow
Can the workflow perform the monthly bookkeeping?
No. It only retrieves the business directory to support your own recurring workflow.
Can the schedule be set to a specific day?
Choose a monthly recurring schedule that suits your process in the automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Freshbooks. A trigger fires from one place; an action lands in another.
Telegram 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 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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Freshbooks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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