Check the service catalog while preparing a proposal
A proposal issue can cue a quick Finmei catalog lookup, helping you find an existing service entry before billing setup.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
Recreating a service in the catalog because its existing name is unfamiliar creates extra cleanup.
- Reuse catalog context before preparing billing.
- Spot similar service entries for review.
- Reduce unnecessary duplicate products.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to set it up conversationally.
- 3Tell Notis in one plain-language instruction to list Finmei products when a new Linear issue records a proposed client service and summarize likely catalog matches.
- 4Select Linear Issue Created and choose a channel for reports.
- 5Test with one proposal issue for a service already listed in Finmei.
Questions about this workflow
Does this add a product to Finmei?
No. It only lists catalog products and reports potential matches.
What should happen if the service is not listed?
Have Notis report that it found no clear match so you can decide whether to add a product.
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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