Keep approved client expenses from slipping through billing
Record the approved expense and amount in Linear, then let Notis prepare the corresponding Finmei invoice.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
Small pass-through costs are easy to overlook when they are separate from the main project fee.
- Keep the expense approval attached to its billing cue.
- Reduce lost or forgotten reimbursable charges.
- Use only approved expenses with a recorded amount.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Give Notis one plain-language instruction to create a Finmei invoice for a new Linear issue only when it records a client-approved reimbursable expense and amount.
- 4Choose the Linear Issue Created trigger and select a run-report channel.
- 5Test with one approved expense record and verify it is billed to the right customer.
Questions about this workflow
Can this submit expenses for reimbursement?
This workflow creates a Finmei invoice for a client charge; it does not submit an expense claim to a separate reimbursement system.
What if the receipt or approval is missing?
Instruct Notis to pause and ask you rather than create an invoice.
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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