Bring billing context into customer issues
A customer issue should not require a scavenger hunt across tools before you can decide what happens next.
Trigger
New Issue Created
Triggers when a new issue is created in a repository.
Action
List Customers
List customers and their plans.
Why this helps
Important customer context is easy to miss when product issues and billing records live in separate places.
- Reduces context switching during customer follow-up.
- Helps founders prioritize issues with current customer information.
- Creates a repeatable handoff from engineering intake to billing context.
Setup
Build it in a few focused steps.
- 1Connect GitHub and Moonclerk to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to look up customers when a customer-related issue is created.
- 3Use this instruction: List relevant Moonclerk customers and summarize the billing context for this new GitHub issue.
- 4Choose the new issue created trigger, select the channel for run reports, and test with one real customer issue.
Questions about this workflow
How does Notis know which issue is customer-related?
Use the GitHub trigger filters available for the issue scope, such as repository, labels, or assignee.
Will customer records be modified?
No. This workflow only retrieves and summarizes customer data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Moonclerk. A trigger fires from one place; an action lands in another.
GitHub triggers
Moonclerk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Customers
List customers and their plans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Discounts
List discounts applied to customers.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a repository.
List Payment Forms
List available payment forms.
Branch Changed
Triggers when a branch receives commits or its protection settings change.
List Payments
List payments, optionally filtered by form, customer, date, or status.
New Branch Created
Triggers when a new branch is created in a repository.
List Subscriptions
List subscriptions.
Check Run Status / Conclusion Changed
Triggers when a check run’s status or conclusion changes.
Check Suite Status / Conclusion Changed
Triggers when a check suite’s status or conclusion changes for a reference.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository.
Connect any two apps with Notis in the middle.
GitHub and Moonclerk, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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