Start client work in FreeAgent when Linear flags a kickoff
A kickoff issue can start the project setup too. Notis reads the Linear context and creates a FreeAgent project for tracking delivery and billing.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
A kickoff can be easy to miss among planning work, leaving founders to remember to create the matching finance project later.
- Create a finance-side project as kickoff work appears in Linear.
- Reduce repeated setup between product planning and accounting.
- Keep project tracking closer to the moment work is approved.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreeAgent to Notis once in the portal.
- 2Create an automation in Automations -> New Automation, or ask Notis conversationally.
- 3Use one instruction describing which kickoff issues should create a FreeAgent project and what context to include.
- 4Choose the Linear Issue Created trigger, select a channel for run reports, and test with one real kickoff issue.
Questions about this workflow
Does this create a FreeAgent project for every Linear issue?
Describe in the prompt which issues represent a new client engagement. Notis uses that instruction to decide when to create a project.
Do I need to map issue fields?
No. The automation is a plain-language instruction; there is no field-mapping screen.
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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