Find client records from Slack
Ask in a Slack channel for a client record lookup and let Notis search Finmei customers for a match.
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
List Customers
Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
Why this helps
Switching between chat and billing software to confirm a client record breaks focus.
- Resolve client lookup requests in the conversation where they arise.
- Avoid manual searches across tools.
- Make customer details easier to retrieve during planning.
Setup
Build it in a few focused steps.
- 1Connect Slack and Finmei to Notis once in the portal.
- 2Create an automation through Automations or ask Notis conversationally.
- 3In one instruction, ask Notis to search Finmei customers when a Slack channel message explicitly requests a customer lookup and summarize relevant matches in the run-report channel.
- 4Pick the Slack channel-message trigger and the channel for reports.
- 5Test with a request for a known customer.
Questions about this workflow
Will this change customer records?
No. This workflow uses the Finmei customer-list action to search and report matching records.
Can it handle an unclear name?
Tell Notis to report ambiguity and ask for a distinguishing detail rather than assume which customer is meant.
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.
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.
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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