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Notis

Answer invoice questions with less app switching

A question in Linear can prompt Notis to check Finmei invoices for the relevant client or reference, then report what it finds.

Trigger

Comment Received Trigger

Triggered when a comment is received.

Action

List Invoices

Tool to list invoices. Use when you need a paginated list of invoices with basic details.

Why this helps

Finding the right invoice can mean leaving the issue, searching another tool, and reconstructing the context.

  • Keep the issue discussion moving while invoice context is retrieved.
  • Reduce manual searches across tools.
  • See matching records and ambiguity in a run report.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Finmei to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis for one in plain language.
  • 3Tell Notis in one instruction to list Finmei invoices when a Linear comment asks about an existing invoice, then report the likely match and any ambiguity.
  • 4Select the Linear Comment Received trigger and choose a channel for reports.
  • 5Test with a real invoice question that includes a recognizable client or reference.

Questions about this workflow

Does this change invoice status?

No. It lists invoices and reports matching details for review.

What if multiple invoices match?

Instruct Notis to show the candidates and ask you to identify the right one rather than choose without enough context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Linear triggers

Finmei actions

Recurring trigger

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

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Customer

Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Delete Invoice

Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Delete Payment

Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Delete Product

Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.

ActionInstant

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).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Get Product by ID

Tool to retrieve a product by its ID. Use when you need detailed information about a single product.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

List Currencies

Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Finmei, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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