Keep private client work connected to billing
For work tracked in a private Linear team, Notis can create the Finmei invoice when an issue clearly records billable approval and terms.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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
Important client billing details may live in a private team that is easy to overlook during a general invoice review.
- Carry private-team billing context into Finmei.
- Reduce manual searches across team spaces.
- Require approved work and complete details before invoice creation.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once in the portal; the connected Linear account must have access to the private team.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one plain-language instruction to create a Finmei invoice for a new private-team issue only when it documents approved billable client work and complete terms.
- 4Choose the Linear Private Team Issue Created trigger and select a channel for reports.
- 5Test with one real private-team issue and review the created invoice.
Questions about this workflow
Does Notis need access to the private team?
Yes. The trigger polls with the connected user's Linear token, so that account needs access to the team.
Can it infer details hidden from the issue?
No. Ask Notis to request missing details rather than guessing customer or invoice terms.
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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