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Notis

Customer Comments Get Logged Automatically

Every comment on a customer's Linear issue goes straight into their Agencyzoom record - no manual note-taking.

Trigger

Comment Received Trigger

Triggered when a comment is received.

Action

Create a customer note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

Why this helps

You field customer requests in Linear but the conversation history doesn't make it to the customer record, so you repeat yourself or miss context when serving them.

  • Customer service reps have instant access to full conversation history
  • No more repeated questions or missed context
  • Better customer experience from informed, continuous support

Setup

Build it in a few focused steps.

  • 1Ensure Linear and Agencyzoom integrations are connected to Notis
  • 2Create an automation with this prompt: 'When a comment is added to a Linear issue, log it as a note on the matching customer record in Agencyzoom'
  • 3Set trigger to 'Comment Received Trigger'
  • 4Choose your notification channel
  • 5Test by commenting on a customer issue and verifying the note appears in the customer record in Agencyzoom within 60 seconds

Questions about this workflow

Should internal comments be logged to the customer record?

You decide - tell Notis 'only log external comments from the customer' or 'log all comments but mark internal ones as private'. Both work.

What if a customer's contact info is in the comment?

Notis can extract that too. Ask it to 'also update the customer's phone number if mentioned in the comment'.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Agencyzoom. A trigger fires from one place; an action lands in another.

Linear triggers

Agencyzoom actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate for JWT via V4 SSO

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Batch create leads

Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Batch delete tasks

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Change lead status

Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

ActionInstant

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).

TriggerPolling

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Create a customer note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Create a driver for an opportunity

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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