Add financial context to assigned work
Start the task with a clearer view of what is happening around the business.
Trigger
New Issue Assigned to Me
Triggers when a new issue is assigned to the authenticated user. Fires an event for each GitHub issue that is newly assigned to the authenticated user. Pull requests are automatically excluded -- only true issues are emitted. Issues can optionally be filtered by labels and state. The payload includes the issue number, title, body, state, labels, assignees, creator, repository details, and timestamps.
Action
List transactions
Tool to list transactions for a user. use when you need to retrieve a user's transaction history across all accounts. use after obtaining a valid user guid.
Why this helps
Assigned work can pull attention away from financial follow-ups that still need a decision.
- Combines task intake with a lightweight finance check
- Reduces forgotten transaction review
- Helps founders start assigned work with more context
Setup
Build it in a few focused steps.
- 1Connect GitHub and Mx technologies to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to create it conversationally.
- 3Use this instruction: “When a GitHub issue is assigned to me, list recent Mx transactions and flag anything that may need follow-up.”
- 4Select the assigned-to-me trigger, choose a reporting channel, and test with a real assigned issue.
Questions about this workflow
Are pull requests included?
No. This GitHub trigger is for true issues assigned to the authenticated user.
Can the result be brief?
Yes. Ask Notis for a short summary with only transactions needing attention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Mx technologies. A trigger fires from one place; an action lands in another.
GitHub triggers
Mx technologies 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.
Cancel Partner Account
Tool to cancel (disable) a client account under a partner account. this maps to mx platform api: put /users/{guid} with body {"user": {"is disabled": true, "metadata": "..."}}.
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 account
Tool to create a manual account for a given user. use when you need to add an external or test account to a user record.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Retrieve Audience API Credentials
Tool to retrieve audience api credentials. use when obtaining client id and client secret for audience service authentication before generating an access token. credentials must be created in the partner dashboard (partner administrator → authentication → audience api key). the tool prefers explicitly provided values, then falls back to environment variables.
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.
Create member
Tool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details.
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.
Create Partner Account
Tool to create a new client account under a partner account. use when provisioning a new constant contact client after obtaining api key and jwt authorization.
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.
Create Partner Account User SSO
Tool to create a new partner account user with single sign-on enabled. use when adding an sso user under a partner client account with 'sso for all users' enabled.
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.
Fetch rewards
Tool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job.
Commit Event
Triggered when a new commit is pushed to a repository.
Get configurable widget URL
Tool to retrieve a configurable widget url for a user. use after determining the user guid.
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When this happens · Trigger
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