Project Milestones Become Actionable Tasks
When project updates are posted on Linear projects, they often signal important milestones or next steps. Notis automatically creates Clientary tasks from those updates, so milestones drive action and stay tracked.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
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.
Why this helps
Project status updates posted in Linear describe milestones and next steps but never surface as actionable tasks in the task system.
- Convert milestones to actionable tasks
- Never miss project update follow-ups
- Keep task backlog current
- Maintain clear progress tracking
Setup
Build it in a few focused steps.
- 1Connect Linear and Clientary integrations to Notis.
- 2Create the automation: 'When a project status update is posted on a Linear project, create a task in Clientary to represent or follow up on that update.'
- 3Select 'Project Update Posted' as your trigger.
- 4Choose your notification channel.
- 5Test by posting a project update in Linear and confirming a task appears in Clientary.
Questions about this workflow
Should Notis create one task per update or summarize multiple updates?
One task per update is the default. Tell Notis: 'Create one weekly summary task for all project updates' if you prefer batching.
Can I set task priority based on the update content?
Yes. Tell Notis: 'Set task priority to High for updates mentioning risk or deadline' or 'Use the project priority as the task priority.' It reads and applies these rules.
What if I want to assign follow-up tasks to the project lead?
Absolutely. Include it in your prompt: 'Assign the task to the project lead.' Notis links the task to the correct person.
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
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