Check client records before adding another
A new-client announcement in Slack can prompt a Finmei customer search, helping your team notice an existing record before onboarding continues.
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
Duplicate customer records create cleanup work and make billing history harder to follow.
- Catch likely existing records near the start of onboarding.
- Reduce duplicate customer cleanup.
- Keep a searchable check tied to the new-client announcement.
Setup
Build it in a few focused steps.
- 1Connect Slack and Finmei to Notis once in the portal.
- 2Create an automation in the portal or describe it to Notis conversationally.
- 3Tell Notis to search Finmei customers when a Slack message announces a new client and report likely existing matches before anyone creates another record.
- 4Choose the Slack channel-message trigger and a run-report channel.
- 5Test using a new-client message for a customer already in Finmei.
Questions about this workflow
Will this add a customer if no match is found?
No. It only searches and reports customer records.
How should it handle similar names?
Ask Notis to describe possible matches and leave the decision to the team when identity is uncertain.
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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