Create a finance project when a Linear client project begins
A new client project in Linear can establish its FreeAgent counterpart automatically, giving time and billing records a home from the start.
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
Create Project
Tool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative.
Why this helps
Project setup across tools is easy to postpone until the first timesheet or invoice is due.
- Start delivery and finance tracking together.
- Avoid remembering a second project setup step.
- Make the project ready for later tasks and timeslips.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreeAgent to Notis once in the portal.
- 2Create an automation or ask Notis to open FreeAgent projects for new client projects.
- 3Describe in a single prompt which Linear projects are client engagements and what context to carry over.
- 4Select the Linear Project Created trigger, choose a channel for run reports, and test with one real client project.
Questions about this workflow
Will internal Linear projects also create FreeAgent projects?
Explain in the prompt which new projects qualify, such as client engagements only.
Does it also create tasks?
No. This workflow creates the project; a separate automation can create tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Freeagent. A trigger fires from one place; an action lands in another.
Linear triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
Comment Received Trigger
Triggered when a comment is received.
Create a Journal Set
Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).
Issue Created Trigger
Triggered when a new issue is created.
Create Sales Tax Period
Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Task Under Project
Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
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).
Create A Timeslip
Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create a User
Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Bank Account
Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
Connect any two apps with Notis in the middle.
Linear and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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