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Notis

Start public client work with account context

A new issue can be a useful cue to check account context. Let Notis list FreshBooks businesses while the work is still at intake.

Trigger

Public Team Issue Created

Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.

Action

List Businesses

Tool to list all businesses associated with the authenticated user.

Why this helps

New public-team client work may move forward before the team has checked its business-account context.

  • Add an account-context review to public issue intake.
  • Make business options easier to find early in the work.
  • Keep the lookup linked to the new Linear issue.

Setup

Build it in a few focused steps.

  • 1Connect Linear and FreshBooks to Notis once in the portal.
  • 2Create the automation through the portal or ask Notis in plain language to list FreshBooks businesses for new public-team issues.
  • 3Describe the desired outcome in one instruction that reports the business options with the new issue context.
  • 4Pick the Linear Public Team Issue Created trigger, choose a run-report channel, and test with one real issue.

Questions about this workflow

Does this workflow create a client or invoice?

No. It lists the FreshBooks businesses associated with your account.

Can it be used for private work too?

Yes. Select the Private Team Issue Created trigger for private-team issues.

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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