Connect project progress to the next ERPNext step
A project moving forward can trigger an operational handoff. Let Notis apply the corresponding ERPNext workflow action when the relevant Linear project changes.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Why this helps
A project status change may require a second workflow action that is easy to postpone or forget.
- Keep agreed operational steps in sync with project progress
- Reduce manual status updates across tools
- Make handoffs more consistent
Setup
Build it in a few focused steps.
- 1Connect Linear and ERPNext to Notis once.
- 2Create an automation in the portal or describe the desired handoff to Notis.
- 3Write one plain-language prompt naming the project change and the matching ERPNext workflow action.
- 4Choose a suitable Linear project properties trigger and a channel for run reports.
- 5Test with one project update and confirm ERPNext permits the requested transition.
Questions about this workflow
Does ERPNext need a workflow configured?
Yes. The target document must have a workflow configured, and the transition must be available to the connected user.
Can this use project updates instead of property changes?
Yes. Choose the Linear Project Update Posted trigger if the handoff should follow a posted status update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Erpnext. A trigger fires from one place; an action lands in another.
Linear triggers
Erpnext actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Comment Received Trigger
Triggered when a comment is received.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Issue Created Trigger
Triggered when a new issue is created.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
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 Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
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 Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Connect any two apps with Notis in the middle.
Linear and Erpnext, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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