Keep Clientary invoice follow-ups visible in Linear
Turn invoice follow-up into trackable work so it is easier to see what needs attention and what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
Invoice follow-ups can slip when they live in a separate system from the team's daily work queue.
- Surface invoice follow-ups in the team's work queue.
- Give each follow-up a clear next step.
- Avoid repeatedly checking invoice records by hand.
Setup
Build it in a few focused steps.
- 1Connect Clientary and Linear once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to review Clientary invoices and create a Linear issue for each invoice that needs follow-up, including the reason and next step.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice that needs follow-up and review the created issue.
Questions about this workflow
Can Notis decide which invoices are overdue?
Only if the available Clientary data includes the information needed to determine that. If it does not, state the follow-up criteria in your instruction or provide them in the run context.
Will it create an issue for every invoice?
The instruction should limit issue creation to invoices that need follow-up. Notis can only apply criteria supported by returned data or supplied context.
Can I choose how often it runs?
Yes. Select a recurring schedule when setting the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Linear. A trigger fires from one place; an action lands in another.
Clientary triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Clientary and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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