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Notis

Carry approved product changes into Finmei

When a Slack message clearly approves a catalog change, Notis can update the identified Finmei product using the stated details.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Update Product

Tool to update an existing product's details. Use when you need to modify product information after confirming the product ID.

Why this helps

Approved catalog changes can be forgotten between the decision thread and the billing system.

  • Carry approved catalog decisions into Finmei.
  • Reduce delays between agreement and record update.
  • Keep uncertain product changes from being applied by guesswork.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Finmei to Notis once in the portal.
  • 2Create an automation in Automations or ask Notis to configure it conversationally.
  • 3Tell Notis to update a Finmei product only when Slack explicitly approves the change and provides a clear product identity and new detail.
  • 4Select the Slack channel-message trigger and a channel for run reports.
  • 5Test with a low-risk approved change to a known product.

Questions about this workflow

Will a proposal update the catalog?

The prompt should require explicit approval, not a proposal or discussion.

What if multiple products match?

Ask Notis to request clarification instead of updating an uncertain product.

When this happens · Trigger

Do this · Action

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.

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

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Invoice

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

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Delete Product

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

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

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

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Product by ID

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

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

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.

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

When this happens · Trigger

Do this · Action

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