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Notis

Document GitHub security alerts in FreeAgent

Keep a concise financial-project record for incidents that may require client work.

Trigger

New Secret Scanning Alert Detected

Triggers when a new secret scanning alert is detected in a GitHub repository. Monitors open secret scanning alerts and fires an event for each newly detected alert. Supports filtering by secret type (e.g., personal access tokens, AWS keys) and by token validity status (active, inactive, unknown). The payload includes the alert number, secret type, validity status, resolution state, timestamps, URLs, and flags for push protection bypass, public exposure, and multi-repo detection.

Action

Create Note

Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.

Why this helps

Security work can be urgent yet absent from the client project history.

  • Preserves incident context
  • Supports later billing decisions

Setup

Build it in a few focused steps.

  • 1Connect GitHub and FreeAgent to Notis once.
  • 2Create an automation with a plain-language prompt.
  • 3Tell Notis to add a project note for a new client-repository secret alert.
  • 4Select the secret-scanning trigger, choose a report channel, and test with a safe example.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Freeagent. A trigger fires from one place; an action lands in another.

GitHub triggers

Freeagent actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Company Details

Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.

ActionInstant

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

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).

ActionInstant

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

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.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

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.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

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.

ActionInstant

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

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.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

GitHub and Freeagent, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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