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Keep financial project context near status updates

Project status updates can carry the details needed for a client check-in. Let Notis bring back the FreshBooks project list at that moment.

Trigger

Project Update Posted

Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls 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

Status updates are useful, but related project context may be buried in a separate finance tool.

  • Surface FreshBooks project options when the status update is fresh.
  • Reduce the number of places to check before preparing a client update.
  • Make status-to-finance context easier to revisit.

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 to list FreshBooks projects when a Linear project status update is posted.
  • 3Write one plain-language instruction to report the projects for the relevant FreshBooks business with the Linear update context.
  • 4Pick the Linear Project Update Posted trigger, choose a channel for run reports, and test with a real status update.

Questions about this workflow

Does it create a FreshBooks project from the Linear update?

No. This workflow lists existing FreshBooks projects for review.

Can the status update trigger cover private projects?

The project update trigger covers projects visible to the connected Linear user, 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.

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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