Streamline financial setup for new collaborators
Make onboarding a new operating partner feel like one connected flow.
Trigger
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.
Action
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.
Why this helps
Adding a collaborator often creates a second, forgotten onboarding track for financial data access.
- Reduces duplicated onboarding work
- Creates a clear handoff from repository access to financial setup
- Helps new collaborators become operational faster
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 in plain language.
- 3Use this instruction: “When a new GitHub repository collaborator is added, create the corresponding Mx member using the available user and connection details, then report any missing information.”
- 4Select the collaborator-added trigger, choose a reporting channel, and test with an approved collaborator.
Questions about this workflow
Will it create a member without credentials?
No. Notis should report missing user, OAuth, or connection details and wait for the required information.
Can permissions be included in the report?
Yes. Ask Notis to include the collaborator role from GitHub.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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": "..."}}.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 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.
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.
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 member
Tool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details.
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 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.
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 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.
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.
Fetch rewards
Tool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job.
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.
Get configurable widget URL
Tool to retrieve a configurable widget url for a user. use after determining the user guid.
Connect any two apps with Notis in the middle.
GitHub and Mx technologies, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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