Connect Slack to Finmei
When something happens in Slack, Notis takes the next step in Finmei. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Slack to Finmei
Turn approved Slack quotes into invoices
Create a Finmei invoice when a Slack channel message clearly approves a quote and includes the billing details.
Create invoices from complete billing DMs
Create a Finmei invoice when a direct Slack message requests billing and provides enough information to act.
Look up client records from Slack questions
When a channel message asks for a customer lookup, search Finmei customers and report matching records in Slack.
Answer invoice status requests from DMs
When a Slack DM asks for invoice status, list relevant Finmei invoices and summarize matching results.
Check Finmei payments after a Slack confirmation
When a channel message reports a payment, retrieve Finmei payment records to help verify the match before updating anyone.
Start a payment check with a Slack reaction
Use a chosen reaction on a Slack message to have Notis retrieve related Finmei payment records for review.
Find Finmei product details from Slack
When a Slack message asks about a product or service, search Finmei products and return matching catalog details.
Check supported currencies from Slack
When a DM asks whether Finmei supports a currency, retrieve the supported currencies and summarize the answer.
Check for an existing client before onboarding
When Slack announces a new client, search Finmei customers for an existing record to reduce duplicate setup.
Supported Triggers and Actions
Notis builds workflows that link Slack to Finmei. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Slack and Finmei
Connect any two apps with Notis in the middle.
Slack and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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