Create QuickBooks customers from new GitHub client projects
A new client project should not start with an invisible finance task.
Trigger
New Pull Request Created
Triggers when a new pull request is created in GitHub, matching the optional configured filters. Emits an event for each newly created pull request. Supports filtering by repository, owner/organisation, author, assignee, label, state, base branch, head branch, and draft status.
Action
Create Customer
Create a new customer in quickbooks with the given parameters.
Why this helps
New work gets underway while customer records remain trapped in a separate admin queue.
- Creates the customer record at project kickoff
- Keeps engineering and billing context connected
- Reduces setup tasks to one plain-language rule
Setup
Build it in a few focused steps.
- 1Connect GitHub and QuickBooks to Notis once.
- 2Create an automation in the portal or ask Notis to create it.
- 3Tell Notis: “When a pull request opens for a new client project, create the matching customer in QuickBooks.”
- 4Pick the GitHub pull-request trigger, choose a channel for run reports, and test with one real project pull request.
Questions about this workflow
Can I limit this to client repositories?
Yes. Describe the repository or project naming rule in the automation instruction and Notis will apply it.
What information does Notis use?
Notis interprets the GitHub project context and uses it to create the QuickBooks customer.
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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