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Notis

Give actionable project updates a next step

A project update can explain what needs attention next. Let Notis turn the actionable ones into ERPNext ToDos before the detail slips from view.

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 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.

Why this helps

Updates often contain clear next steps, but creating a separate follow-up can be easy to defer.

  • Convert actionable updates into visible work
  • Keep follow-through tied to the project context
  • Avoid manually scanning updates for next steps

Setup

Build it in a few focused steps.

  • 1Connect Linear and ERPNext to Notis once.
  • 2Create an automation in the portal or ask Notis to capture project follow-ups.
  • 3Write one plain-language instruction describing which posted updates merit an ERPNext ToDo.
  • 4Select Linear Project Update Posted and choose a report channel.
  • 5Test with one update that contains a clear action and review the ToDo.

Questions about this workflow

Will every project update create a task?

Use the prompt to specify that only updates with a concrete operational action should create a ToDo.

Can the task include the update context?

Yes. Describe what context should be included in the plain-language instruction.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

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

TriggerInstant

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.

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 Timesheet

Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.

ActionInstant

Private Team Issue Created

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

TriggerPolling

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.

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 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.

ActionInstant

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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