Carry contact corrections through to Finmei
When a direct message contains a clear customer contact correction, Notis can update the matching customer record in Finmei.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Update Customer
Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.
Why this helps
A contact correction shared privately may never reach the billing record unless someone remembers to switch tools.
- Carry contact corrections from DM into the customer record.
- Reduce the chance of sending billing details to outdated contacts.
- Keep the update limited to complete, explicit requests.
Setup
Build it in a few focused steps.
- 1Connect Slack and Finmei to Notis once in the portal.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Tell Notis to update a Finmei customer's contact detail only when the DM explicitly requests it and identifies both the customer and replacement value.
- 4Choose the Slack direct-message trigger and where run reports should go.
- 5Test with a clearly identified customer and a safe contact correction.
Questions about this workflow
Can it decide which customer a nickname refers to?
No assumption is needed: instruct Notis to ask for clarification if the customer identity is uncertain.
Can it update any kind of customer field?
Only request details supported by Finmei's customer update action, and keep the prompt explicit about the intended correction.
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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