Connect new delivery projects to their offers
For projects tied to an existing commercial offer, let Notis update that offer with the relevant project context as work begins.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Update Offer
Tool to update an existing offer. Use when you need to modify offer fields after creation.
Why this helps
The handoff from a signed offer to active delivery can leave commercial records disconnected from the project doing the work.
- Keep the offer connected to active delivery context.
- Reduce setup steps after a commercial commitment.
- Make project-to-commercial follow-through easier to find.
Setup
Build it in a few focused steps.
- 1Connect Linear and Firmao to Notis once through the portal.
- 2Create an automation and describe which new projects correspond to existing offers and what offer update is needed.
- 3Select the Linear Project Created trigger and choose a run-report channel.
- 4Test with a new project tied to a real existing offer and review the update.
Questions about this workflow
Will a new offer be created?
No. This workflow updates an existing offer. Explain how Notis should identify it.
Can it skip projects without a confirmed engagement?
Describe which projects qualify for the offer update in the prompt.
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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