Make transaction review a predictable weekly routine
A scheduled transaction lookup gives you a regular moment to review activity without needing to remember to start the search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Transactions
Tool to list transactions. use when you need to page through and/or filter transactions.
Why this helps
Operational activity can go unchecked when transaction review depends on remembering to open Fidel.
- Create a consistent prompt to review recent transactions.
- Reduce the mental load of remembering routine checks.
- Choose a reporting channel that fits the team's weekly rhythm.
Setup
Build it in a few focused steps.
- 1Connect Linear and Fidel api to Notis once through the portal; this scheduled workflow uses Fidel for its lookup.
- 2Ask Notis conversationally or in the portal to create a weekly automation that retrieves relevant Fidel transactions.
- 3Write one plain-language instruction describing the transaction review scope and requested reporting.
- 4Select a recurring schedule trigger and a channel for run reports.
- 5Test with one real run and confirm the transaction results suit the weekly review.
Questions about this workflow
Does this require a Linear event?
No. It uses a Notis recurring schedule trigger and retrieves information from Fidel.
Can I change the cadence?
Choose the desired recurring schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Fidel api. A trigger fires from one place; an action lands in another.
Linear triggers
Fidel api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Brand
Tool to create a new brand on fidel. use when you have brand details and need to register it. this tool sends a post request to /v1/brands with the provided brand data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Program
Tool to create a new program. use when registering an offline or online store. use after confirming program name and any optional metadata.
Comment Received Trigger
Triggered when a comment is received.
Create Program Webhook
Tool to register a new webhook for program-related events. use when you need to receive real-time notifications for specific program events in your application.
Issue Created Trigger
Triggered when a new issue is created.
Delete Offer
Tool to delete a specified offer by its id. use after confirming the correct offer id.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Program Webhook
Tool to delete a specified webhook for a program. use when you need to remove a program webhook after confirming programid and hookid.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Delete Webhook
Tool to delete a specified webhook. use when you need to remove a webhook by its id.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Brand
Tool to retrieve information about a specific brand. use when you have a brand id and need its details.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Offer
Tool to fetch details of a specific offer. use when you have an offer id and need its full details.
Connect any two apps with Notis in the middle.
Linear and Fidel api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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