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Notis

Check offer details without losing the billing thread

Give Notis the offer reference alongside the billing question, and get the Fidel details needed to answer or route it without a separate lookup session.

Trigger

Webhook received

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

Action

Get Offer

Tool to fetch details of a specific offer. use when you have an offer id and need its full details.

Why this helps

A billing conversation can stall when someone has to leave the thread to confirm offer details.

  • Fetch the offer referenced by a billing conversation.
  • Keep review context connected to the incoming request.
  • Spend less time reopening the same lookup across tools.

Setup

Build it in a few focused steps.

  • 1Connect Finmei and Fidel api to Notis once through the portal.
  • 2Create an automation or tell Notis to retrieve the Fidel offer named in an incoming Finmei-related billing question.
  • 3Choose an incoming webhook trigger and arrange for your external process to send the question with its offer reference.
  • 4Choose where Notis reports runs and test with one real offer lookup.

Questions about this workflow

Can this decide whether the offer should be applied?

The action retrieves offer details. Any eligibility or business decision should follow your own rules and review process.

What happens when a question has no offer reference?

Ask Notis to request the missing identifier or flag the request for manual review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Finmei to Fidel api. A trigger fires from one place; an action lands in another.

Finmei triggers

Fidel api actions

Recurring trigger

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

TriggerScheduled

Create Brand

Tool to create a new brand on fidel. use when you have brand details and need to register it. this tool sends a post request to /v1/brands with the provided brand data.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Program

Tool to create a new program. use when registering an offline or online store. use after confirming program name and any optional metadata.

ActionInstant

Create Program Webhook

Tool to register a new webhook for program-related events. use when you need to receive real-time notifications for specific program events in your application.

ActionInstant

Delete Offer

Tool to delete a specified offer by its id. use after confirming the correct offer id.

ActionInstant

Delete Program Webhook

Tool to delete a specified webhook for a program. use when you need to remove a program webhook after confirming programid and hookid.

ActionInstant

Delete Webhook

Tool to delete a specified webhook. use when you need to remove a webhook by its id.

ActionInstant

Get Brand

Tool to retrieve information about a specific brand. use when you have a brand id and need its details.

ActionInstant

Get Offer

Tool to fetch details of a specific offer. use when you have an offer id and need its full details.

ActionInstant

Connect any two apps with Notis in the middle.

Finmei and Fidel api, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Fidel api.