Customer Success Teams Get Instant Customer Context
Success depends on understanding your customers. Create a Linear issue with their profile, and Notis enriches their background instantly so CS teams are fully prepped.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
CS teams create issues for customer accounts but lack background context - manual LinkedIn research eats time that should go to proactive support and expansion.
- CS teams have complete customer background without leaving Linear
- Faster account review and relationship planning
- Reduced context-switching between Linear and LinkedIn research
- Improves quality of customer interactions by ensuring team is fully prepared
Setup
Build it in a few focused steps.
- 1Connect Linear and Aeroleads to Notis.
- 2Create a new automation with trigger set to Issue Created.
- 3Tell Notis: 'When a customer-related issue is created in Linear with a LinkedIn URL, extract and enrich it in Aeroleads.'
- 4Label customer issues consistently (e.g., 'customer', 'account') so Notis identifies them.
- 5Test by creating a customer issue with a LinkedIn URL - enrichment happens automatically.
Questions about this workflow
Can I enrich multiple people from one customer account?
Create separate issues for each decision-maker. Each one triggers independent enrichment, keeping customer relationships organized.
How do CS teams access the enriched data?
Enriched profiles are available in Aeroleads immediately. Share the customer's Aeroleads profile link with your CS team, or embed it in the Linear issue.
Does this work for prospective customers too?
Yes. Use it for any account-related issues - prospects, customers, partners - anyone your CS team needs context on.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Aeroleads. A trigger fires from one place; an action lands in another.
Linear triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Comment Received Trigger
Triggered when a comment is received.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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