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Notis

Check the right FreshBooks business when client work starts

A new client task can be easy to miss in the shuffle. Have Notis list your FreshBooks businesses as soon as the work appears in Linear.

Trigger

Issue Created Trigger

Triggered when a new issue is created.

Action

List Businesses

Tool to list all businesses associated with the authenticated user.

Why this helps

New client work can begin before anyone confirms which business account should hold its financial records.

  • Promptly review the available FreshBooks businesses when a client task arrives.
  • Reduce the chance that client work starts without an account check.
  • Keep the handoff tied to the Linear issue that began the work.

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 check FreshBooks businesses when a new client work issue is created in Linear.
  • 3Describe the outcome in one plain-language instruction: list the FreshBooks businesses and report them alongside the issue context.
  • 4Pick the Linear Issue Created trigger and a channel for run reports; test with one real client work issue.

Questions about this workflow

Does this automation create a FreshBooks business?

No. It uses the FreshBooks List Businesses action to show the businesses available to your connected account.

Can it run when an issue is created in a private team?

Yes. Choose the private team issue-created trigger if the relevant work is in a private Linear team.

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.

TriggerScheduled

List Businesses

Tool to list all businesses associated with the authenticated user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Projects

Tool to list all projects for a business. use after confirming the business id.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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).

TriggerPolling

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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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