Refresh your project directory at the start of the month
Set a small monthly project check so you can get into planning without first hunting for names in FreshBooks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
A recurring planning session loses momentum when project context must be rebuilt from scratch.
- Keep the project reference aligned with a monthly planning rhythm.
- Reduce context switching before recurring reviews.
- Make the business selection part of the lookup instruction.
Setup
Build it in a few focused steps.
- 1Connect FreshBooks to Notis once through the portal.
- 2Create an automation in the portal to retrieve projects for the intended business at the start of each month.
- 3Describe in one plain-language prompt how Notis should confirm the business and summarize its project list.
- 4Choose a monthly schedule and a channel for run reports.
- 5Test once and verify the project names and report destination.
Questions about this workflow
Does it archive a project snapshot?
No. It retrieves and reports the list when the schedule runs.
What if there are several businesses?
The instruction should specify the intended business or clearly describe how Notis should handle multiple businesses.
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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