Auto-Create Quotations for Billable Work
Automatically create quotations when work reaches ready to bill status
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Work marked ready to bill requires manual quotation creation before invoicing, which delays payments
- Eliminate the manual step between work done and ready to invoice
- Speed up your cash flow by quoting faster
- Reduce admin overhead and billing delays
Setup
Build it in a few focused steps.
- 1Authenticate both Linear and Ascora with Notis
- 2Create an automation with trigger Issue Updated watching for your ready to invoice status or label
- 3Write the prompt: When an issue changes to Ready to Invoice, automatically create a quotation in Ascora using the issue scope and estimated hours
- 4Notify your billing or finance team in Slack or email
- 5Test by marking an issue as Ready to Invoice and verifying the quotation appears in Ascora
Questions about this workflow
What billing details are included in the quotation?
The quotation pulls scope, hours, and rates from the Linear issue (if specified). You can pre-populate rate cards in your automation prompt.
Can I use different quotation templates?
Yes--specify your template preference in the prompt (e.g., Use the T&M template or Use fixed-price template).
What happens if I don't fill in hours or rates in Linear?
Notis will flag the missing data, prompting you to fill it in before the quotation is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Ascora. A trigger fires from one place; an action lands in another.
Linear triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Comment Received Trigger
Triggered when a comment is received.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Issue Created Trigger
Triggered when a new issue is created.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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