Check payment context before you follow up
When a payment follow-up becomes active in Linear, Notis can check Finmei payment records and summarize what it finds before you contact the client.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
List Payments
Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
Why this helps
Following up without checking recent payment activity can create duplicate or awkward messages.
- Check payment context before taking a follow-up action.
- Reduce searching and uncertainty about recent payments.
- Return records for your review without sending billing messages.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once in the portal.
- 2Create an automation there or ask Notis to create one conversationally.
- 3Give Notis one plain-language instruction to list Finmei payments when an updated Linear issue requests payment follow-up and summarize the matching records for review.
- 4Select Linear Issue Updated and pick a run-report channel.
- 5Test with one follow-up issue for a customer with a known payment record.
Questions about this workflow
Does this send a reminder to the client?
No. It lists payment records and reports them so you can decide what follow-up is appropriate.
What if no payment matches?
Ask Notis to report that no clear match was found and include the customer or reference it searched.
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
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