Keep estimate scope in step with approved Linear work
When a client approves additional scope in Linear, Notis can add that work to the related FreeAgent estimate for review.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Estimate Item
Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.
Why this helps
A small scope addition can be agreed in project work but never make it into the quote record.
- Connect approved scope changes to the estimate record.
- Reduce missed additions during quote maintenance.
- Keep the change as a reviewable estimate update.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreeAgent to Notis once in the portal.
- 2Create the automation or ask Notis to add approved scope items to FreeAgent estimates.
- 3Give Notis one instruction explaining what qualifies as approved additional scope and which estimate it belongs to.
- 4Pick the Linear Issue Created trigger, choose where run reports arrive, and test with one approved addition.
Questions about this workflow
Does this create an estimate from scratch?
No. It adds an item to an existing estimate.
Should every new Linear issue become a quoted item?
No. Define the approval signal and eligible scope clearly in the prompt.
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.
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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