Turn stalled opportunities into clear team actions
When a deal is waiting on an internal task, give that work a clear owner in Linear. Notis can review selected Capsule opportunities and create issues for actionable next steps.
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
A stalled opportunity may have an obvious internal next step, but nobody turns it into trackable work.
- Turn a concrete internal next step into a trackable issue.
- Keep the customer and opportunity context with the work.
- Skip opportunities that lack a clear action.
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 opportunities to review and ask Notis to create an issue only for a clear internal next step.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real stalled opportunity and inspect the resulting issue.
Questions about this workflow
How does Notis know an opportunity is stalled?
State the criteria in the prompt, using information Capsule provides. A historical baseline is not guaranteed, so provide one if the decision depends on how long something has been stalled.
Will every stalled deal create an issue?
The instruction should limit creation to a specific, actionable internal task. Ask Notis to report cases that lack a clear next step.
Can it assign an issue to a teammate?
The create issue action supports an optional assignee, but the prompt needs a reliable person or identifier available to Notis. Do not rely on guessed ownership.
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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