New Clients Auto-Register in Your Billing System
When a new client's issue lands in Linear, Notis automatically creates a client record in Clientary. Client data stays synchronized, billing starts immediately, and nothing falls through the cracks during onboarding.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
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.
Why this helps
New clients get logged in Linear but must be manually added to Clientary, creating delays in billing setup and risk of forgotten clients.
- Streamline client onboarding
- Reduce billing setup delays
- Never forget a new client
- Maintain consistent client data
Setup
Build it in a few focused steps.
- 1Connect Linear and Clientary integrations in Notis.
- 2Tell Notis: 'When a new issue is created by a client, create a corresponding client account in Clientary.'
- 3Use 'Issue Created' as your trigger event.
- 4Select your channel for setup confirmations.
- 5Test by creating a new issue from a prospective client and confirming the client record appears in Clientary.
Questions about this workflow
How does Notis know which issues are from new clients?
You can specify: 'Create client accounts for issues with a specific label' or 'Create clients when issue is assigned to a New Client project.' Notis filters based on your criteria.
What client information does it pull from Linear?
Notis extracts company name from the issue title or description, contact info from assignee details, and other fields you specify. Tell Notis what to pull and it does so automatically.
Can I prevent duplicates if the client already exists in Clientary?
Yes. Include this in your prompt: 'Check if the client already exists before creating a new one. If yes, skip the creation.' Notis performs the check.
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.