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 GitHub repository. Pull requests are automatically excluded -- only true issues produce events. Results can be filtered by labels, assignee, creator, and mentioned user. The payload includes the issue number, title, body, state, labels, assignees, comment count, creator details, timestamps, and direct links to the issue on GitHub.
Action
List Customers
Tool to list customers (plans) from moonclerk. use when you need to retrieve customer data with optional filters. use after authenticating api credentials.
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
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.
List Customers
Tool to list customers (plans) from moonclerk. use when you need to retrieve customer data with optional filters. use after authenticating api credentials.
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.
List Discounts
Tool to retrieve a list of all discounts applied to customers. use after authenticating api credentials.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
List Payment Forms
Tool to retrieve a list of all payment forms. use after authenticating to inspect available payment forms.
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.
List Payments
Tool to list payments. use when you need to retrieve all payments or filter by form, customer, date range, or status after authenticating.
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.
List Subscriptions
Tool to list subscriptions. use when you need to retrieve all subscriptions after authenticating.
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.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.
Commit Event
Triggered when a new commit is pushed to a repository.
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When this happens · Trigger
Do this · Action
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