Find the customer record before billing begins
A new client issue can prompt Notis to search Finmei for an existing customer and report likely matches before billing setup continues.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
List Customers
Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
Why this helps
Creating another customer record because the first one is hard to find adds cleanup and billing confusion.
- Search before creating a new billing record.
- Spot likely duplicates while the client context is fresh.
- Keep the result in the workflow where onboarding starts.
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 to make one in plain language.
- 3Tell Notis in one instruction to list Finmei customers when a new Linear issue starts a client engagement and report likely existing matches for review.
- 4Choose the Linear Issue Created trigger and a run-report channel.
- 5Test with a client issue whose customer is already in Finmei.
Questions about this workflow
Does this create a customer record?
No. It only lists customers and reports possible matches.
Can it reliably know which record is correct?
Ask Notis to show candidates and request confirmation when names or details could match more than one customer.
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.
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.
Comment Received Trigger
Triggered when a comment is received.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Issue Created Trigger
Triggered when a new issue is created.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Finmei.