Keep client delivery notes beside the right Moneybird contact
A successful deployment can be easy to forget when it is time to update a client. Have Notis add a short delivery note to the existing Moneybird contact explicitly associated with that GitHub deployment.
Trigger
New Deployment Status Created
Triggers when a new deployment status is created for a specific deployment. Fires an event for each newly created deployment status on the monitored deployment. Deployment statuses represent state transitions such as pending, in_progress, success, failure, error, inactive, and queued. The payload includes the status state, creator, environment, description, timestamps, and relevant URLs.
Action
Add Note to Contact
Tool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact.
Why this helps
A shipped change can get lost between engineering notifications and client follow-up, leaving you to reconstruct what was delivered later.
- Capture the successful deployment state, environment, description, timestamp, and relevant URL in a contact note.
- Keep a delivery breadcrumb with the existing client record rather than relying on memory.
- Record delivery context without issuing an invoice or changing financial records.
Setup
Build it in a few focused steps.
- 1Connect GitHub and Moneybird to Notis once, and decide which existing Moneybird contact corresponds to the monitored repository.
- 2Create an automation in the portal or ask Notis conversationally; instruct it to add a delivery note only for successful deployment statuses and only when the repository has an explicit contact association.
- 3Select the new deployment status trigger for the specific deployment, choose a channel for run reports, and create the workflow.
- 4Test with a real successful status and verify the note appears on the intended existing contact; leave unmatched deployments untouched.
Questions about this workflow
Will this create an invoice or charge a customer?
No. The selected Moneybird action adds a note or to-do to a contact. It does not create or update invoices or process payments.
How does Notis know which Moneybird contact to use?
Set an explicit repository-to-contact association in the instruction or other available context. Do not infer a customer from a GitHub username, repository name, or deployment description; skip the note if the association is unclear.
Does the trigger run only after a successful deployment?
The GitHub trigger reports deployment status events, including success and failure states. The instruction should explicitly limit notes to successful status events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Moneybird. A trigger fires from one place; an action lands in another.
GitHub triggers
Moneybird actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Note to Contact
Tool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Contact
Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Create Moneybird Contact
Tool to create a new contact in moneybird. use after you have an administration id and need to onboard a new company/person. provide either company name or both firstname and lastname.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Create Contact Person
Tool to create a new contact person. use when you have the contact id and need to add a person after confirming their firstname and lastname.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Create Sales Invoice
Tool to create a new sales invoice. use when you need to bill a contact with specified line items.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Delete Contact
Tool to delete a contact. use after confirming that contact should be removed.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Delete Contact Note
Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Delete Contact Person
Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
Connect any two apps with Notis in the middle.
GitHub and Moneybird, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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