Carry an approved Linear refund decision into FreeAgent
Record the decision in Linear and let Notis prepare a draft credit note, leaving a clear review step before accounting records are finalized.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Credit Note
Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.
Why this helps
Refund decisions can be resolved in project discussions but forgotten when it is time to make the corresponding accounting adjustment.
- Keep approved client adjustments visible to finance.
- Prepare a draft credit note for review.
- Reduce the chance that a resolved decision is never recorded.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreeAgent to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to prepare credit note drafts for approved adjustments.
- 3Write one instruction that describes how Linear indicates an approved refund or credit and what context to use.
- 4Select the Linear Issue Updated trigger, choose where run reports should arrive, and test with a real approved example.
Questions about this workflow
Will this issue a credit note directly to a client?
No. The FreeAgent action creates a credit note in Draft status for review.
What should trigger the draft?
Use a clear status, label, or comment convention and describe it in the plain-language instruction.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
Comment Received Trigger
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Issue Created Trigger
Triggered when a new issue is created.
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Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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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.
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Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
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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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