Keep retainer milestones connected to billing
Document the milestone once in Linear. Notis can use that issue to create the Finmei invoice when the agreed billing checkpoint arrives.
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
Recurring client commitments and billing checkpoints are easy to lose among unrelated project tasks.
- Make a billing milestone visible in the same workflow as delivery.
- Reduce memory-dependent recurring client follow-up.
- Keep invoice creation limited to milestones explicitly marked as billable.
Setup
Build it in a few focused steps.
- 1Connect Linear and Finmei to Notis once in the portal.
- 2Create an automation there or ask Notis conversationally to make one.
- 3Give Notis one plain-language instruction to create an invoice for a new Linear issue that records a due, billable retainer milestone with agreed billing details.
- 4Choose the Linear Issue Created trigger and select a run-report channel.
- 5Test with one genuine milestone issue before using it for active client billing.
Questions about this workflow
Can this decide when a retainer installment is due?
The issue should record the due milestone and terms. Instruct Notis to ask you if the timing or amount is not explicit.
Can it create invoices for non-billable milestones?
Specify that only milestones explicitly marked as due and billable should create invoices.
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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