Make invoice follow-up easier to remember
A recurring invoice review gives billing follow-up a dependable place in your routine. Ask Notis to scan Firmao invoices and report records that need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Tool to list invoices. Use when retrieving a list of invoices with optional pagination and filtering.
Why this helps
Small billing follow-ups are easy to postpone when they depend on finding time and remembering to check each record.
- Create a repeatable check without manually opening every invoice.
- Surface attention items in a chosen reporting channel.
- Reduce the mental overhead of remembering when to review billing.
Setup
Build it in a few focused steps.
- 1Connect Firmao to Notis once through the portal and connect Linear if the review needs delivery context.
- 2Create an automation and describe what invoice records to review and what should be reported.
- 3Choose a recurring Notis schedule and a channel for run reports.
- 4Test the review against current invoices and adjust the instruction for useful results.
Questions about this workflow
Does this send reminders to customers?
No. The List Invoices action gathers records; the workflow reports findings for you to review.
Can I include Linear delivery context?
Yes. Connect Linear as well and describe how its context should inform the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Firmao. A trigger fires from one place; an action lands in another.
Linear triggers
Firmao actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create an invoice. Use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company Setting
Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.
Comment Received Trigger
Triggered when a comment is received.
Delete Contact
Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.
Issue Created Trigger
Triggered when a new issue is created.
Delete Invoice
Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Offer
Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.
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 Invoice
Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Offer
Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Task
Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.
Connect any two apps with Notis in the middle.
Linear and Firmao, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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