Find product details in the Slack conversation
A question about a service or product in Slack can prompt Notis to search the Finmei catalog and report relevant entries.
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 Products
Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
Why this helps
Looking up a product while coordinating a proposal can interrupt the flow of work.
- Make catalog checks easier during team conversations.
- Reduce repeat searches for product details.
- Return likely matches where the question was raised.
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 ask Notis in plain language.
- 3Tell Notis to search Finmei products when a Slack channel asks for a product detail and summarize matching entries with uncertainty made clear.
- 4Choose the Slack channel-message trigger and a reporting channel.
- 5Test with a query for a known catalog item.
Questions about this workflow
Can this change catalog details?
No. It searches the product list and reports matches.
What if the product wording differs?
Ask Notis to search using the service name and context, then report possible matches rather than selecting an uncertain result.
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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