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Add transaction context to milestone reviews

A milestone update can prompt a transaction check, giving the team a clearer view of Fidel activity around the work.

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

List Transactions

Tool to list transactions. use when you need to page through and/or filter transactions.

Why this helps

Milestone reviews may miss operational activity that is recorded in Fidel rather than Linear.

  • Bring Fidel activity into milestone review.
  • Reduce a separate lookup during project reporting.
  • Help the team assess progress with related operational context.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Fidel api to Notis once through the portal.
  • 2Ask Notis to list relevant Fidel transactions when a milestone project update is posted.
  • 3Explain in one plain-language instruction which project updates qualify and how to identify the relevant program.
  • 4Select the Linear Project Update Posted trigger and a report channel.
  • 5Test with one real milestone update and verify that transaction results are relevant.

Questions about this workflow

Does it reconcile or change transactions?

No. It retrieves transaction records for review.

Can it be used only for milestone updates?

Describe the milestone language or project context Notis should recognize in the prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Fidel api. A trigger fires from one place; an action lands in another.

Linear triggers

Fidel api actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Brand

Tool to create a new brand on fidel. use when you have brand details and need to register it. this tool sends a post request to /v1/brands with the provided brand data.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Program

Tool to create a new program. use when registering an offline or online store. use after confirming program name and any optional metadata.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Create Program Webhook

Tool to register a new webhook for program-related events. use when you need to receive real-time notifications for specific program events in your application.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Delete Offer

Tool to delete a specified offer by its id. use after confirming the correct offer id.

ActionInstant

Issue Updated Trigger

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

TriggerInstant

Delete Program Webhook

Tool to delete a specified webhook for a program. use when you need to remove a program webhook after confirming programid and hookid.

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

Delete Webhook

Tool to delete a specified webhook. use when you need to remove a webhook by its id.

ActionInstant

Private Team Issue Created

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

TriggerPolling

Get Brand

Tool to retrieve information about a specific brand. use when you have a brand id and need its details.

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

Get Offer

Tool to fetch details of a specific offer. use when you have an offer id and need its full details.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Fidel api, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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