Pick up client requests with project context ready
A client request can turn into several small follow-ups. Let Notis list FreshBooks projects when the related Linear issue changes so the context is easier to find.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
Client requests often move across several updates, making it easy to lose track of the financial project context.
- Keep the FreshBooks project list near the evolving request.
- Reduce the effort of finding project context before replying.
- Make it easier to resume a request after an interruption.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreshBooks to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to list FreshBooks projects when a client-request issue changes.
- 3In one plain-language instruction, ask Notis to include the request's Linear context with the project list for the relevant business.
- 4Pick the Linear Issue Updated trigger, choose a channel for reports, and test with one real client-request update.
Questions about this workflow
Does this respond to the client?
No. It supplies project context for the team to use in its follow-up.
Can it respond only to client-request issues?
The automation uses a plain-language instruction to interpret issue context; there is no separate field-mapping or filter screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Freshbooks. A trigger fires from one place; an action lands in another.
Linear triggers
Freshbooks actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Businesses
Tool to list all businesses associated with the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Projects
Tool to list all projects for a business. use after confirming the business id.
Comment Received Trigger
Triggered when a comment is received.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Freshbooks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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