Give your Finmei product catalog a quarterly review
A recurring catalog check makes it easier to spot products that deserve attention before an offer or billing conversation is underway.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Products
Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
Why this helps
Product details can drift from current plans when no one has a predictable moment to review the catalog.
- Make catalog review a recurring, bounded task.
- Bring product details into planning before a customer request becomes urgent.
- Use market intelligence as context for people making catalog decisions.
Setup
Build it in a few focused steps.
- 1Connect Finmei to Notis once in the portal; connect IPRegistry if you use its intelligence during market review.
- 2Create a quarterly automation in Automations or ask Notis to schedule one conversationally.
- 3Write one prompt asking Notis to list Finmei products for your quarterly review.
- 4Choose a quarterly schedule and a channel for run reports.
- 5Review the first product list and confirm it supports your catalog process.
Questions about this workflow
Will the schedule update or remove products?
No. It retrieves the list to support a human review.
Does this require IPRegistry?
No. Finmei is sufficient for the product list; IPRegistry is optional market context for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link IPRegistry to Finmei. A trigger fires from one place; an action lands in another.
IPRegistry triggers
Finmei actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Customer
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
Get Payment
Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
Connect any two apps with Notis in the middle.
IPRegistry and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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