Check for an existing invoice before the next billing step
A private-team issue update can prompt Notis to search Finmei invoices and report likely matches before you take further action.
Trigger
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Action
List Invoices
Tool to list invoices. Use when you need a paginated list of invoices with basic details.
Why this helps
Private client billing work can be difficult to reconcile with an invoice list when details are spread between apps.
- Check for an existing invoice before taking another billing step.
- Keep private issue context available to the lookup.
- See matches and uncertainty in the run report.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once in the portal, with the connected Linear account able to see the private team.
- 2Create an automation in the portal or ask Notis to set it up in plain language.
- 3Tell Notis in one instruction to list relevant Finmei invoices when a private-team issue update requests billing follow-up and report possible matches for review.
- 4Select the Linear Private Team Issue Properties Updated trigger and choose a report channel.
- 5Test with one real private billing issue that identifies the customer or invoice reference.
Questions about this workflow
Does this delete or modify an invoice?
No. This workflow lists invoices and reports relevant matches.
What if the issue does not identify the customer?
Ask Notis to request clarification before reporting a possible invoice match.
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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