Access Customer Contact Info Instantly
A customer issue appears in Linear, and you instantly see their contact details from Agiled without leaving your issue tracker.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Why this helps
New customer issues require hunting through your CRM for contact details, creating context-switching and delaying response.
- Customer contact information appears automatically without context-switching
- Respond to customer issues faster with immediate context
- Reduce time spent hunting through your CRM
- Never miss customer details because you're focused on Linear
Setup
Build it in a few focused steps.
- 1Connect Linear and Agiled to Notis.
- 2Create automation: 'When a new issue is created in Linear, retrieve the contact details for any mentioned customer from Agiled.'
- 3Select 'Issue Created' as your trigger.
- 4Choose notification channel for contact information.
- 5Test by creating a new issue mentioning a customer name and verify their contact details are retrieved.
Questions about this workflow
How does Notis know which customer the issue is about?
It can match based on the issue title, description, or a custom field. You can refine the automation to specify how to identify customers.
What if the customer isn't in Agiled yet?
Notis will notify you that the contact wasn't found, and you can create them in Agiled or add them to the issue manually.
Does this share customer data across your team?
Only to people in your notification channel. Your team has secure access to the contact information they need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Agiled. A trigger fires from one place; an action lands in another.
Linear triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Comment Received Trigger
Triggered when a comment is received.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Issue Created Trigger
Triggered when a new issue is created.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
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).
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Linear and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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