Move supplier bill intake from Linear into FreeAgent
Capture a supplier invoice in Linear and let Notis prepare its FreeAgent bill record, so the document and follow-up are less likely to be lost.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Bill with Attachment
Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.
Why this helps
Supplier invoices shared during project work can get separated from the accounting task of recording them.
- Start bill recording from the issue where the invoice arrived.
- Keep supporting document context near the accounting record.
- Reduce manual re-entry during expense processing.
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 record supplier invoice issues as FreeAgent bills.
- 3Write one instruction describing how to recognize a bill intake and use the invoice details and attachment.
- 4Choose the Linear Issue Created trigger, select a channel for reports, and test with a real supplier bill issue.
Questions about this workflow
Can it create a bill without enough invoice details?
The prompt can instruct Notis to ask for or flag missing information rather than create an incomplete bill.
Does this approve payment?
No. It creates a bill record in FreeAgent; payment approval is outside this workflow.
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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