Prepare Lexoffice credit notes from approved Linear refunds
Keep refund follow-up attached to its decision. Notis can prepare a Lexoffice credit note draft from a Linear issue with the needed invoice details.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Credit Note
Tool to create a credit note in Lexoffice. Credit notes are created in draft mode by default; set finalize=true to create with status 'open'. Use when you need to issue a refund or credit for an invoice. Maximum 300 line items per credit note.
Why this helps
Refund administration can be delayed when the decision is documented in one tool and accounting work happens somewhere else.
- Link refund follow-up to the issue documenting the decision.
- Avoid rebuilding invoice context from memory.
- Keep the credit note as a draft for finance review.
Setup
Build it in a few focused steps.
- 1Connect Linear and Lexoffice to Notis once in the portal.
- 2Create an automation through the portal or by asking Notis conversationally.
- 3In one instruction, tell Notis to create a credit note draft only for an explicitly approved refund or credit with matching invoice and amount details.
- 4Select the Linear Issue Updated trigger and choose where Notis reports runs.
- 5Test with one real approved case and review the credit note details in Lexoffice.
Questions about this workflow
Will a complaint automatically create a credit note?
No. Instruct Notis to require an explicit approval and complete invoice and amount details.
Does this issue the refund?
The action creates a credit note. Review and handle the actual refund through the appropriate finance process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Lexoffice. A trigger fires from one place; an action lands in another.
Linear triggers
Lexoffice actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Article
Tool to create a new article (product or service) in Lexoffice. Use when you need to add items to the product/service catalog for invoicing or quotations. The leadingPrice field must be uppercase (NET or GROSS).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create contact
Tool to create a new contact (customer or vendor) in Lexoffice. Use when you need to add a new business contact. Either company or person details must be provided, and at least one role (customer/vendor) must be assigned.
Comment Received Trigger
Triggered when a comment is received.
Create Credit Note
Tool to create a credit note in Lexoffice. Credit notes are created in draft mode by default; set finalize=true to create with status 'open'. Use when you need to issue a refund or credit for an invoice. Maximum 300 line items per credit note.
Issue Created Trigger
Triggered when a new issue is created.
Create Delivery Note
Create a delivery note in lexoffice. Delivery notes are created in draft mode by default (set finalize=true for open status). Use when shipping goods or providing services and need to document what was delivered without prices/payment terms. Maximum 300 line items allowed per delivery note.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Event Subscription
Tool to register a new webhook for Lexoffice events. Use when you need to receive real-time notifications for specific events like invoice creation, contact changes, or payment updates.
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 Order Confirmation
Tool to create an Order Confirmation in Lexoffice/Lexware. Order confirmations are always created in draft mode and do not need to be finalized. Use when you need to confirm a customer order with line items, pricing, and shipping details.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Quotation
Tool to create a quotation in Lexoffice. Quotations are created in draft mode by default. Use the finalize parameter to create a finalized quotation with status 'open'. Requires address with either contactId or name+countryCode, line items, total pricing, and tax conditions.
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 Voucher
Tool to create a bookkeeping voucher in Lexoffice. Use when you need to create expense receipts, sales invoices, purchase invoices, or other accounting vouchers. The voucher requires line items with amounts, tax rates, and posting category IDs.
Connect any two apps with Notis in the middle.
Linear and Lexoffice, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Lexoffice.