Carry confirmed client detail changes into billing
If a client confirms a billing detail change in Linear, Notis can update the identified Finmei customer record and summarize the result.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Customer
Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.
Why this helps
Billing contact or address changes can be noted in a project issue but missed in the finance system.
- Keep confirmed billing information closer to its source.
- Reduce re-entry and stale customer records.
- See an update summary so changes remain reviewable.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once using the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to update the matching Finmei customer when a Linear issue records a confirmed billing-detail change, and report the fields it updated.
- 4Select Linear Issue Updated and choose the run-report channel.
- 5Test with one confirmed change and verify the customer record afterward.
Questions about this workflow
Will it apply an unconfirmed client request?
Your instruction should require that the change is confirmed and identify the correct Finmei customer; ask Notis to clarify any uncertainty.
Can it update product or invoice details too?
This workflow targets the customer record. Invoice and product changes require separate instructions and actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Finmei. A trigger fires from one place; an action lands in another.
Linear triggers
Finmei actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Customer
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
Comment Received Trigger
Triggered when a comment is received.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Issue Created Trigger
Triggered when a new issue is created.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
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).
Get Payment
Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
Connect any two apps with Notis in the middle.
Linear and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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