Check finance connections before period close
Confirm the connections your finance workflow depends on before period-close work gets busy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Why this helps
Finding a tenant access change during close creates avoidable interruption when attention is already stretched.
- Confirm active Xero connections before close work begins.
- See relevant public service updates in the same recap.
- Reduce last-minute connection troubleshooting.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up in plain language.
- 3In one instruction, request active Xero connections and a brief Tavily check for service updates that may affect your finance workflow.
- 4Choose a recurring schedule timed before close and a channel for run reports.
- 5Test before the next close and confirm the expected tenants are listed.
Questions about this workflow
Does this change Xero access?
No. It retrieves the active connections for the authenticated user.
Can it run before each close?
Yes. Choose a recurring schedule that matches your close calendar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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