Bring the right client context into new work
A client detail lookup can save a detour when a new issue is ready for action.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
List Clients
Tool to list clients. use when you need to retrieve a paginated list of clients from harvest. ensure you have a valid access token in metadata before calling.
Why this helps
Client records can be difficult to find when work details and billing details live in separate tools.
- Reduce manual client searches.
- Make relevant client context easier to access early.
- Surface ambiguous matches before acting on client records.
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 conversationally.
- 3Give one instruction asking Notis to list or retrieve the relevant Harvest client when a new Linear issue is created, using only a reliable client match and reporting ambiguity.
- 4Choose the Linear Issue Created trigger and a channel for run reports.
- 5Test with one real issue for a client already in Harvest.
Questions about this workflow
Will this create a new client?
No. It looks up an existing client so duplicate records are less likely.
What if the client is not identified in Linear?
Have Notis report that it needs a clearer match rather than selecting a client by guess.
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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No card. Works with personal or business Harvest.