Customer Records Reflect Project Priority Shifts
Project priority and leadership changes are relationship signals. Notis syncs them to customer records automatically so your CRM stays current.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
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
Project priority or lead changes in Linear don't reach customer records in Altoviz, so relationship data becomes stale.
- Customer records stay in sync with project changes
- Relationship data reflects current project status
- CRM always shows project priority and ownership
- Fewer manual updates between tools
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 project properties change in Linear' or build via Automations > New
- 3Notis creates the automation and asks for a name and report channel
- 4Select Project Properties Updated trigger and confirm
- 5Test by changing a project's priority or lead and verify the customer updates in Altoviz
Questions about this workflow
Which project properties should trigger customer updates?
You choose. Tell Notis which properties matter (priority, lead, status, target date) and how to map them to customer fields.
What if a project change shouldn't affect the customer?
Tell Notis which changes to ignore or ask for filtering rules (e.g., 'only sync if priority is High or above').
Does this update one customer or all project-related customers?
You decide the scope. Tell Notis whether to update one linked customer or all customers associated with the project.
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.
Create Product
Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Product
This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
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 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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
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 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.
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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