Keep account context during a project lead change
When a project lead changes, the new lead needs useful context quickly. Use Notis to show the available FreshBooks businesses as part of the review.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
List Businesses
Tool to list all businesses associated with the authenticated user.
Why this helps
A lead handoff can leave the new owner unsure which business account to consult for financial context.
- Give a new project lead a quick view of the FreshBooks businesses.
- Make account context easier to gather during a responsibility change.
- Keep the check tied to the project property update.
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 businesses after a Linear project lead change.
- 3Describe the outcome with a single instruction to include the changed project's context in the business-list report.
- 4Pick the Linear Project Properties Updated trigger, choose a run-report channel, and test with one real lead change.
Questions about this workflow
Will the action identify the project lead's business?
It lists available businesses; the team should confirm which one applies to the project.
Do project property changes include private-team projects?
The trigger covers projects the connected Linear user can see, including private-team 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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