Start private client work with project context
A new private issue can begin a chain of small decisions. Have Notis list FreshBooks projects at the start so the team has useful context close by.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
List Projects
Tool to list all projects for a business. use after confirming the business id.
Why this helps
Private work can begin without a shared view of which FreshBooks project might be relevant.
- Make an early project-context check part of private issue intake.
- Reduce the time spent searching after work has already started.
- Keep the lookup tied to the new issue.
Setup
Build it in a few focused steps.
- 1Connect Linear and FreshBooks to Notis once in the portal, with access to the private team enabled for the connected user.
- 2Create an automation through the portal or ask Notis conversationally to list FreshBooks projects for new private-team issues.
- 3Give Notis a single plain-language instruction to list projects for the relevant business and report the new issue context.
- 4Pick the Linear Private Team Issue Created trigger, choose the channel for run reports, and test with one real issue.
Questions about this workflow
Does this create a project in FreshBooks?
No. It lists existing FreshBooks projects for the relevant business.
What if the business is not clear from the issue?
The instruction can ask Notis to confirm the business context before listing its projects.
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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