Answer invoice questions where they come up
A billing question in a Linear comment can prompt Notis to find the invoice details for review.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Get Invoice
Tool to retrieve a specific invoice by id. use when you need the full details of an invoice after selecting or creating it. example: 'get invoice with id 13150378.'
Why this helps
A quick invoice question can turn into a disruptive search across records and tools.
- Reduce tool switching to answer invoice questions.
- Bring the invoice record into the discussion context.
- Report uncertainty instead of returning a guessed invoice.
Setup
Build it in a few focused steps.
- 1Connect Linear and Harvest to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to make it conversationally.
- 3Write one instruction asking Notis to retrieve a Harvest invoice when a Linear comment explicitly asks about one and the client or project match is reliable.
- 4Choose the Linear Comment Received trigger and a channel for run reports.
- 5Test with one real comment asking about a known invoice.
Questions about this workflow
Will it send or edit an invoice?
No. It retrieves invoice information for review.
What if more than one invoice could match?
Have Notis report the possible matches so the right record can be confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Harvest. A trigger fires from one place; an action lands in another.
Linear triggers
Harvest actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Client Contact
Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
Comment Received Trigger
Triggered when a comment is received.
Create Estimate
Tool to create a new estimate. use after gathering client and line item details.
Issue Created Trigger
Triggered when a new issue is created.
Create Estimate Item Category
Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Estimate Message
Tool to create a new message for an estimate. use when you have an estimate id and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
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).
Create Expense
Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Invoice Item Category
Tool to create a new invoice item category. use after you have decided on the category name to register it in harvest.
Connect any two apps with Notis in the middle.
Linear and Harvest, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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