Bring transaction checks into your billing routine
Have the transaction list ready when you sit down to reconcile billing, so you can spend less time gathering data and more time deciding what needs follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Transactions
Tool to list transactions. use when you need to page through and/or filter transactions.
Why this helps
Manual transaction checks interrupt billing work and make it easier for a follow-up to slip past.
- Prepare transaction data for a predictable review window.
- Use supported filters to focus the lookup.
- Make follow-up review easier to resume after interruptions.
Setup
Build it in a few focused steps.
- 1Connect Finmei and Fidel api once through the Notis portal.
- 2Create a scheduled automation or ask Notis to retrieve Fidel transactions for your reconciliation window using the filters your review needs.
- 3Choose the recurring schedule and describe the intended review period in the plain-language prompt.
- 4Select a channel for run reports and test with one real transaction review.
Questions about this workflow
Does this reconcile or change transactions automatically?
No. It lists transactions for review. Your reconciliation rules and any resulting actions remain part of your process.
Can I filter by a date range?
The action supports filtering. Describe the review period and criteria you need in the prompt.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Delete Offer
Tool to delete a specified offer by its id. use after confirming the correct offer id.
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.
Delete Webhook
Tool to delete a specified webhook. use when you need to remove a webhook by its id.
Get Brand
Tool to retrieve information about a specific brand. use when you have a brand id and need its details.
Get Offer
Tool to fetch details of a specific offer. use when you have an offer id and need its full details.
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.