Review the customer balance when an issue closes
Closing the work item can also close the loop on the customer account.
Trigger
Issue State / Properties Changed
Triggers when a specific GitHub issue changes any of its tracked properties. Monitored properties: state (open/closed), state_reason, title, body, assignees, labels, milestone, lock status, active_lock_reason, comment count, and closed_at timestamp. When a change is detected, the payload includes the full current issue details, the list of changed field names, and their previous values.
Action
Customer Balance Detail
Generate a balance detail report for a customer in quickbooks with the given customer id.
Why this helps
Small completed tasks accumulate without a clear cue to verify customer balances.
- Creates a consistent completion checkpoint
- Works well for recurring support work
- Keeps customer follow-up from relying on memory
Setup
Build it in a few focused steps.
- 1Connect GitHub and QuickBooks to Notis once.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Tell Notis: “When a customer-related issue closes, generate the matching customer balance detail in QuickBooks.”
- 4Select the issue-properties trigger, choose a reporting channel, and test with one closed issue.
Questions about this workflow
Can this be limited to customer issues?
Yes. Include the label or repository convention that identifies customer work.
What if an issue is reopened?
The workflow can be configured in its instruction to act only when the state changes to closed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Quickbooks. A trigger fires from one place; an action lands in another.
GitHub triggers
Quickbooks 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.
Create Account
Create a new account in quickbooks with the given parameters.
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 Customer
Create a new customer in quickbooks with the given parameters.
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 Employee
Create a new employee in quickbooks.
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 Vendor
Create a new vendor in quickbooks with the given 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.
Customer Balance Detail
Generate a balance detail report for a customer in quickbooks with the given customer id.
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.
Customer Balance Report
Generate a balance report for a customer in quickbooks with the given customer id.
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.
Query Account
Query an account in quickbooks with the given parameters.
Commit Event
Triggered when a new commit is pushed to a repository.
Read Account
Read an account in quickbooks with the given account id.
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When this happens · Trigger
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