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Notis

Invoice completed deliverables without a second checklist

A status change can be your cue to bill. Notis can read the updated Linear issue, create the corresponding Finmei invoice, and flag missing details.

Trigger

Issue Updated Trigger

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

Action

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.

Why this helps

You may finish delivery and move straight to the next task, leaving invoicing for a later reminder.

  • Connect delivery completion with the billing step.
  • Keep the invoice request tied to the issue that tracks the work.
  • Avoid creating invoices when key terms are absent.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Finmei to Notis once through the portal.
  • 2Create the automation in the portal or ask Notis to set it up in plain language.
  • 3In one instruction, tell Notis to create a Finmei invoice when an updated Linear issue marks a client deliverable complete and has complete billing details.
  • 4Select the Linear Issue Updated trigger and a channel for run reports.
  • 5Test using a real completed deliverable with known customer and pricing details.

Questions about this workflow

Does every issue update create an invoice?

Your plain-language instruction should limit invoice creation to client deliverables that are complete and ready to bill.

What if the customer or amount is unclear?

Instruct Notis to pause and ask you rather than infer missing invoice details.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Customer

Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Delete Invoice

Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Delete Payment

Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.

ActionInstant

Issue Updated Trigger

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

TriggerInstant

Delete Product

Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.

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

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.

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 Product by ID

Tool to retrieve a product by its ID. Use when you need detailed information about a single product.

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

List Currencies

Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.

ActionInstant

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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