Make client issue handoffs easier to pick up
A change in ownership should not mean rebuilding context from scratch. Use an issue update to surface the FreshBooks business list for the handoff.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
List Businesses
Tool to list all businesses associated with the authenticated user.
Why this helps
Incoming owners may need to rediscover which business accounts exist before they can confidently continue client work.
- Give the new issue owner a timely account overview.
- Reduce repeated context gathering during handoffs.
- Keep the FreshBooks lookup connected to the issue that changed hands.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreshBooks to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally to list FreshBooks businesses when a client-work issue changes owner.
- 3Describe the result in one plain-language instruction that includes the issue handoff context in the report.
- 4Pick the Linear Issue Updated trigger, select a reporting channel, and test with one real ownership change.
Questions about this workflow
Can Notis detect every kind of issue update?
The trigger fires when a Linear issue is updated. In the instruction, tell Notis to use the update context to decide whether the business list is useful.
Does the workflow assign the FreshBooks business?
No. It lists businesses so the team can confirm the right account.
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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