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Notis

Your Customer CRM Stays Current With Completed Work

Work completion in Linear is a signal to update customer relationship records. Notis does that automatically so your CRM tracks progress.

Trigger

Public Team Issue Properties Updated

Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.

Action

Update Customer Information

This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.

Why this helps

Completion status in Linear doesn't reach customer records in Altoviz, so relationship history becomes stale and progress is invisible.

  • Customer records reflect completed work
  • Relationship history stays current
  • Progress tracking across tools automatic
  • CRM becomes source of truth for work done

Setup

Build it in a few focused steps.

  • 1Connect Linear and Altoviz to Notis (one-time portal setup)
  • 2Ask Notis 'Update the customer in Altoviz when a Linear issue status changes to Completed' or build via Automations > New
  • 3Notis creates the automation and asks for a name and report channel
  • 4Select Public Team Issue Properties Updated trigger and confirm
  • 5Test by moving a Linear issue to Completed status and verify the customer updates in Altoviz

Questions about this workflow

Does this mark the customer as inactive or just log the completion?

You decide. Tell Notis what to update (e.g., 'set last activity to today' or 'increment completed projects counter').

What if a completed issue has no linked customer?

Notis will report that no customer was found. Refine your issue context or link customer info directly in the issue.

Can this trigger multiple customer updates per issue?

If an issue involves multiple customers, tell Notis to find and update all. You shape the logic with plain language.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Linear triggers

Altoviz actions

Recurring trigger

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

TriggerScheduled

Create Product

Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Product

This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Find Contact by Email

This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Find Customer by Email

This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.

ActionInstant

Issue Updated Trigger

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

TriggerInstant

Find Product by Number

This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product management in altoviz.

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

Get Classifications List

This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.

ActionInstant

Private Team Issue Created

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

TriggerPolling

Get Units List

This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.

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

Get VAT Rates

This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, and ensuring correct tax calculations in financial documents.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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