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Notis

Scope Changes Auto-Update Your Projects

Scope changes often get discussed in Linear comments without formally updating the project. Notis watches those conversations and automatically updates matching Clientary projects, keeping billing scope current and accurate.

Trigger

Comment Received Trigger

Triggered when a comment is received.

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

Scope changes discussed in comments do not get logged in the project system, causing projects to remain under- or over-scoped in billing.

  • Keep project scope accurate
  • Reduce scope drift
  • Catch scope changes instantly
  • Prevent billing errors

Setup

Build it in a few focused steps.

  • 1Verify Linear and Clientary are connected to Notis.
  • 2Create the automation: 'When a comment on a Linear issue mentions a scope change or budget adjustment, update the matching Clientary project details.'
  • 3Select 'Comment Received' as your trigger.
  • 4Choose your notification channel.
  • 5Test by posting a comment that mentions a scope change and verify the project updates in Clientary.

Questions about this workflow

How does Notis detect scope changes in comments?

It looks for language like 'add', 'remove', 'scope creep', 'budget increase', 'more hours'. Tell Notis specific keywords: 'Only flag comments mentioning these scope terms' and it will focus there.

What project fields should update when scope changes?

Tell Notis which fields matter: 'Update the project budget' or 'Update hours and scope description.' It applies changes to your specified fields.

Can I extract the actual scope change amount from the comment?

Yes. Include it in your prompt: 'Extract the new budget amount from the comment.' Notis reads numbers and applies them to the project.

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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