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Notis

Bill one-off services without adding another follow-up task

A small, one-time service should not be hard to remember when the work is agreed. Use its Notion status as a cue for Notis to create the Finmei invoice.

Trigger

Page Properties Updated

Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.

Action

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.

Why this helps

One-off work can fall between repeatable billing routines and get invoiced late.

  • Give occasional work a dependable billing handoff.
  • Reduce the need to keep a separate reminder for each one-off service.
  • See which records need attention from the run report.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Finmei to Notis once through the portal.
  • 2Create a prompt asking Notis to invoice confirmed one-off service orders with complete billing information.
  • 3Select the Notion Page Properties Updated trigger for the service orders database.
  • 4Choose a report channel and test by confirming one real service order.

Questions about this workflow

Can it ignore draft service orders?

Specify that only confirmed orders should create invoices.

What if a service order is canceled?

Ensure the prompt only acts on confirmed orders and revise the record status before the trigger if it was entered in error.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Notion 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

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Delete Invoice

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

ActionInstant

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

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

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Delete Product

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

ActionInstant

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

TriggerInstant

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

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

Get Product by ID

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

ActionInstant

Data Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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