Keep milestone and risk updates with the FreeAgent project
Project updates often contain the reason behind a change. Notis can preserve the relevant context beside the FreeAgent project record.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Create Note
Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.
Why this helps
Financial reviews can happen weeks after the project update, when the reason for a delay or milestone is no longer top of mind.
- Preserve project context for later financial reviews.
- Keep milestone and risk notes close to the client project record.
- Reduce the need to reconstruct history from Linear.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreeAgent to Notis once in the portal.
- 2Create an automation or tell Notis to save selected Linear project updates as FreeAgent notes.
- 3Write one plain-language instruction explaining which updates matter and how to identify the FreeAgent project.
- 4Select the Linear Project Update Posted trigger, pick a report channel, and test with one meaningful update.
Questions about this workflow
Can it summarize a long project update?
Ask Notis in the prompt to preserve the finance-relevant points concisely.
Can it capture routine updates too?
Yes, but select the updates that are useful for accounting context to avoid unnecessary notes.
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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