A Slack channel that stays in sync with FreshBooks
When someone asks for the latest in your project channel, Notis pulls the current FreshBooks list and posts it, so the team is always looking at the same live picture instead of a stale copy in someone's notes.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
Project status lives in too many heads and half-remembered messages, and it drifts out of date fast.
- Give the whole team one live project picture
- Replace stale status notes with a fresh pull
- Keep the update in the channel where work happens
Setup
Build it in a few focused steps.
- 1Connect Slack and FreshBooks to Notis once from the portal.
- 2Open Automations in the portal and choose New Automation.
- 3Describe the outcome: when someone asks for a project update in this channel, list my FreshBooks projects and post them.
- 4Select the Slack channel message trigger and choose the channel for run reports.
- 5Post a test update request to confirm the sync works.
Questions about this workflow
How does Notis know it is an update request?
You describe the intent in plain language, so Notis only responds when the message is actually asking for the project status.
Can multiple people trigger it?
Yes. Anyone in the channel who asks for an update can trigger the fresh pull.
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
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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Connect any two apps with Notis in the middle.
Slack and Freshbooks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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