A Friday FreshBooks project review, delivered to Slack
Closing out the week is easier when the list comes to you. On a weekly schedule, Notis fetches every FreshBooks project and posts it to Slack so your review is already laid out when you sit down.
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
Weekly reviews fall apart when the first step is logging into a tool and building the list by hand.
- Walk into your weekly review with the list already built
- Spot stalled projects before they become surprises
- Make the review a habit instead of a chore
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.
- 3Write the prompt: every Friday, list my FreshBooks projects and post them to my review channel.
- 4Pick a weekly schedule as the trigger and choose the Slack channel for run reports.
- 5Trigger a test run to confirm the review lands correctly.
Questions about this workflow
Can I choose a different day?
Yes. The schedule is fully yours to set, so any weekday works.
Does it include all projects?
Notis lists your FreshBooks projects as you describe in the prompt, so you can ask for all of them or narrow the ask.
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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