Turn renewal risks into team plans
A renewal risk deserves a clear response when product or delivery work can help. Ask Notis to review the Capsule context and create an issue for a specific action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
Renewal risks can be visible in CRM without becoming a clear task for the people who can help.
- Give an evidence-backed retention action a place in the team's workflow.
- Keep the renewal context attached to the proposed work.
- Avoid creating speculative issues without a concrete response.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Linear once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which renewal opportunities to review and ask for an issue only when a specific product or delivery action is supported by the recorded context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real at-risk renewal and review the created issue.
Questions about this workflow
Can Notis determine renewal risk without CRM evidence?
No. The workflow can only use available Capsule information. Specify the evidence or risk criteria in the prompt.
Does this guarantee a renewal will be saved?
No. It creates a Linear issue for an actionable response; it does not predict or guarantee a business outcome.
What if a risk has no product or delivery action?
Ask Notis to report that no supported Linear action was found instead of creating a speculative issue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Linear. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Capsule crm and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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