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Notis

Project Details Stay in Sync Across Tools

When project details change in Linear (status, lead, timeline, priority), Notis immediately updates the matching Clientary project. Your billing system always reflects current project reality without manual intervention.

Trigger

Project Properties Updated

Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.

Action

Update Project

Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.

Why this helps

Project metadata changes in Linear but is not reflected in Clientary, causing billing forecasts and project views to diverge over time.

  • Keep project metadata current
  • Reduce manual updates
  • Maintain billing forecast accuracy
  • Track project timeline changes automatically

Setup

Build it in a few focused steps.

  • 1Ensure Linear and Clientary are connected to Notis.
  • 2Create the automation: 'When a Linear project's properties change (status, lead, dates, priority), update the matching Clientary project with those changes.'
  • 3Select 'Project Properties Updated' as your trigger.
  • 4Choose your notification channel.
  • 5Test by updating a Linear project's status or lead and confirm the change appears in Clientary.

Questions about this workflow

Which properties does this sync?

By default it syncs status, lead, target date, and priority. Tell Notis which properties matter most to you and it will focus on those: 'Sync status and timeline but skip priority.'

What if Linear and Clientary project statuses use different names?

Include status mapping in your prompt: 'Map Linear In Progress to Clientary Active' or 'Map Linear Cancelled to Clientary Closed.' Notis learns and applies the mappings.

Does this create a two-way sync or one-way?

This workflow syncs from Linear to Clientary only. If you want updates in Clientary to flow back to Linear, you would set up a second automation with the reverse direction.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

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).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

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

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