Connect delivery progress with invoice follow-up
A monthly check can help catch invoices that need a closer look against current delivery progress. Let Notis gather the context and report items for review.
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
Billing follow-up can slip when delivery status and invoice status live in separate systems.
- Make a regular billing review easier to start.
- Bring delivery context to invoice follow-up.
- Surface potential attention items without manually searching both tools.
Setup
Build it in a few focused steps.
- 1Connect Linear and Firmao to Notis once through the portal.
- 2Create an automation and describe which invoices to review against relevant Linear delivery context.
- 3Choose a monthly Notis schedule and select a run-report channel.
- 4Test with a small set of real invoices and confirm the report is actionable.
Questions about this workflow
Will this create or change invoices?
No. The selected action lists invoices for review, and the prompt should ask Notis to report findings.
Can the review be run more often?
Choose a different recurring schedule when creating the automation.
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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