Expenses Auto-Log When Work Gets Tagged
When your team marks an issue with a cost-tracking label in Linear (like 'budget spent' or 'client expense'), Notis automatically logs the expense in Clientary. Costs are captured without manual entry, and project profitability stays visible.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Why this helps
Expenses mentioned in Linear issues never make it into the expense tracking system, making project cost analysis incomplete and error-prone.
- Never lose track of project costs
- Reduce expense entry work
- Keep project budgets accurate
- Spot cost overruns instantly
Setup
Build it in a few focused steps.
- 1Connect Linear and Clientary to Notis.
- 2Create the automation: 'When a Linear issue is updated with a cost label, automatically create an expense record in Clientary with details from the issue.'
- 3Select 'Issue Updated' as your trigger.
- 4Choose your notification channel.
- 5Test by adding a cost-tracking label to an issue and verify the expense appears in Clientary.
Questions about this workflow
How does Notis extract the expense amount from the issue?
It looks for numbers in the issue title or description. You can also tell Notis: 'Extract the amount from a comment containing the word cost' or 'Use a default amount of $X for each labeled issue.' It applies these instructions.
Which labels should trigger expense creation?
Specify them in your automation prompt: 'Create expenses for issues with labels: Budget, Client Cost, Out-of-Pocket.' Notis monitors only those labels.
Can I assign the expense to a specific project or client?
Yes. Tell Notis: 'Assign the expense to the project mentioned in the issue' or 'Link it to the client based on the issue assignee.' Notis reads and applies the relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Clientary. A trigger fires from one place; an action lands in another.
Linear triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Comment Received Trigger
Triggered when a comment is received.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Issue Created Trigger
Triggered when a new issue is created.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
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).
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Linear and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.