Prepare credit notes from documented Linear approvals
Keep an approved customer credit from getting lost after the decision. Notis can prepare a Lexoffice draft from the issue context.
Trigger
Public Team Issue Properties Updated
Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.
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 decisions may be recorded in project tracking but still need a separate accounting follow-up.
- Connect the approval record to finance follow-up.
- Avoid searching for the decision when preparing the credit.
- Keep the note in draft for review.
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 tell Notis the desired outcome conversationally.
- 3Give Notis one instruction to create a credit note only when the issue explicitly records an approved refund and includes matching invoice and amount details.
- 4Select the Public Team Issue Properties Updated trigger and choose a run-report channel.
- 5Test with one real approved case and inspect the draft in Lexoffice.
Questions about this workflow
Can an issue merely marked done create a credit note?
Tell Notis to require an explicit refund approval and the necessary invoice details.
Is the credit issued automatically?
The action creates the credit note. Review it and follow your normal refund 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
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