Bring current balances into quarterly planning
Before the quarterly review, Notis can retrieve Plisio account balances and prepare a brief snapshot for the decisions documented in Sideshow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve all account balances. use after api credentials are configured.
Why this helps
Quarterly planning can start with stale assumptions when account balances have not been checked recently.
- Start quarterly planning with current account balances.
- Reduce pre-meeting prep across separate tools.
- Make financial context easier to pair with Sideshow priorities.
Setup
Build it in a few focused steps.
- 1Connect Sideshow and Plisio to Notis once in the portal.
- 2Create a quarterly automation in the portal or ask Notis for a funds review before planning.
- 3Use one plain-language instruction to retrieve account balances and prepare a concise snapshot for the Sideshow review.
- 4Choose the quarterly schedule and where run reports should arrive.
- 5Test ahead of an upcoming review and confirm the snapshot is understandable.
Questions about this workflow
What must be ready in Plisio?
The Plisio API credentials must be configured so the balance action can retrieve account balances.
Does this forecast future funds?
No. It retrieves current balances as a reference for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Sideshow to Plisio. A trigger fires from one place; an action lands in another.
Sideshow triggers
Plisio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Balance
Tool to retrieve all account balances. use after api credentials are configured.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Sideshow and Plisio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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