Auto-Load Account Defaults For New Projects
New projects launch with account settings already loaded. Configuration is automatic.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
A new project launches, but you have to manually set currency, tax rules, and timezone in Better Proposals. Defaults aren't at your fingertips.
- Settings appear when project launches
- Defaults are clear from the start
- Fewer setup errors
Setup
Build it in a few focused steps.
- 1Connect Linear and Better Proposals to Notis.
- 2Tell Notis: 'When a new project is created in Linear, fetch current account settings from Better Proposals.'
- 3Choose your notification channel.
- 4Test by creating a new project.
Questions about this workflow
Which settings are included?
Default currency, tax rate, timezone, company name, and any other account-level configuration.
Can I override defaults per project?
Yes. Tell Notis which settings to use by project type or client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Better proposals. A trigger fires from one place; an action lands in another.
Linear triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Comment Received Trigger
Triggered when a comment is received.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Issue Created Trigger
Triggered when a new issue is created.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Linear and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.