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Notis

Keep Release Context Current

When the release shifts, the job record should not stay behind.

Trigger

GitHub Release State Changed

Triggers when a specific GitHub release (identified by tag name) changes. Monitors the release title, body/notes, draft flag, prerelease flag, published timestamp, target branch/commit, and the set of attached assets. The payload includes the full current release details, a list of which fields changed, and the previous values for comparison.

Action

Update a ServiceM8 Job Note

Tool to update details of an existing job note. use when modifying a note after its creation.

Why this helps

Stale release notes can lead to wrong assumptions about what is ready for customers.

  • Keeps release information trustworthy
  • Reduces manual correction work
  • Helps teams act on the latest delivery state

Setup

Build it in a few focused steps.

  • 1Connect GitHub and ServiceM8 to Notis once through the portal.
  • 2Create the automation in the portal or ask Notis to create it.
  • 3In one instruction, tell Notis to update the existing ServiceM8 note with meaningful release changes.
  • 4Choose the GitHub release state changed trigger and select the reporting channel.
  • 5Test with one draft or published release change.

Questions about this workflow

Which release changes can be captured?

Ask Notis to include publishing state, notes, target commit, or asset changes that affect delivery.

Can it update rather than append?

Yes. Tell Notis to maintain the existing note for the release.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Servicem8. A trigger fires from one place; an action lands in another.

GitHub triggers

Servicem8 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

ServiceM8 Create Job Note

Tool to create a new job note in servicem8. use when you need to attach additional information to a specific job after obtaining its uuid.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

ServiceM8 Create Job Payment

Tool to create a new job payment in servicem8. use when you have collected payment details and need to record payment against a job. example: "create a 100.00 cash payment for job 123e4567-e89b-12d3-a456-426614174000 at 2023-01-01 13:00:00."

ActionInstant

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.

TriggerPolling

Create a new Job

Tool to create a new job in servicem8. use when you have gathered all job details and need to push a record. example: "create a quote job for 123 main st with po #1234."

ActionInstant

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.

TriggerPolling

Delete Job Note

Tool to delete a specific job note. use when you need to archive a note by its uuid.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

ServiceM8 Delete Job Payment

Tool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.

ActionInstant

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.

TriggerPolling

List All Assets

Tool to list all servicem8 assets. use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.

ActionInstant

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.

TriggerPolling

List All Clients

Tool to list all servicem8 clients. use when you need a complete set of customer records for integrations or reporting.

ActionInstant

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.

TriggerPolling

List All Document Templates

Tool to list document templates. use when you need to retrieve available template uuids and names before generating job documents.

ActionInstant

Connect any two apps with Notis in the middle.

GitHub and Servicem8, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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