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Notis

Move agreed Linear orders into Lexoffice

When an order is agreed, keep the confirmation step close to the details already recorded in Linear.

Trigger

Issue Created Trigger

Triggered when a new issue is created.

Action

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.

Why this helps

Agreed orders can sit in project tracking while someone still has to remember to create the business document.

  • Give agreed orders a clear administrative next step.
  • Reduce repeated entry of order details.
  • Review the confirmation in Lexoffice before sharing it.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Lexoffice to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally.
  • 3In one instruction, have Notis create an order confirmation draft only when a new issue records an agreed order and sufficient details.
  • 4Select the Linear Issue Created trigger and choose a channel for run reports.
  • 5Test with one real agreed order issue and inspect the confirmation draft.

Questions about this workflow

Should this create a confirmation for a tentative request?

Tell Notis to act only when the issue explicitly says the customer order is agreed.

Can the confirmation be sent automatically?

The Lexoffice action creates a draft. Review it and handle customer delivery through your normal 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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

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

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

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

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.

ActionInstant

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

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