Give private client work a FreeAgent project from the start
A new client project in an accessible private Linear team can create its FreeAgent counterpart, reducing an easy-to-miss setup step.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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
Client delivery may be tracked in a private team while finance setup waits for someone to remember it later.
- Start finance tracking as private client work begins.
- Reduce repeated project setup across tools.
- Use the connected account's existing Linear visibility.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreeAgent to Notis once, ensuring the Linear account can access the relevant team.
- 2Create an automation or ask Notis to set up FreeAgent projects from qualifying private-team projects.
- 3Describe in one instruction which projects count as client engagements and what project context to use.
- 4Select the Private Team Issue Created trigger, choose a run-report channel, and test with one accessible client issue.
Questions about this workflow
Is this a Linear project trigger?
This trigger is for a new issue in a private Linear team. Describe how Notis should recognize a project kickoff issue.
Does the connected user need team access?
Yes. The private-team trigger uses the connected user's token and visibility.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Freeagent.