Onboard Clients in Minutes, Not Days
New clients come with intake forms, calls, and emails. Notis automatically extracts all client information from Linear and structures it in Affinda, so nothing is missed and your team is ready immediately.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
Each new client means hours of manual setup: collecting their information from various sources, typing it into your systems, organizing it, and making sure everyone on your team has context. Mistakes happen, details get lost, and clients feel like you're not organized.
- Extract all client information automatically from Linear
- Create a complete client profile in seconds
- Get your whole team aligned on client details instantly
- Reduce onboarding time from days to minutes
- Never lose client context again
- Build client relationships instead of wrestling with admin
Setup
Build it in a few focused steps.
- 1Connect Linear and Affinda to Notis.
- 2Create an automation: 'When a new client issue is created in Linear, automatically parse all client information in Affinda and extract company name, contact details, industry, project scope, and special requirements.'
- 3Set the trigger to 'Issue Created' and add a label filter for 'client'.
- 4Choose your notification channel to alert the team.
- 5Test by creating a new client issue in Linear with all client information in the description.
Questions about this workflow
What client information should I include in the issue?
Company name, contact person, email, phone, industry, project scope, budget, timeline, and any special requirements. Notis will extract all of it.
Can I add client info as the relationship grows?
Yes. Update the Linear issue as you learn more, and Notis can update the Affinda profile automatically or alert your team to new details.
Can I create a standard template for client issues?
Absolutely. Create a Linear issue template with fields for company, contact, industry, and timeline. Notis will extract from templates consistently.
Does this sync to my CRM?
This automation handles Linear to Affinda. You can then use Affinda's records to manually update your CRM, or we can help you set up additional syncs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Affinda. A trigger fires from one place; an action lands in another.
Linear triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Comment Received Trigger
Triggered when a comment is received.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Issue Created Trigger
Triggered when a new issue is created.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
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 Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
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 Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Linear and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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