Auto-Match Customers to New Projects
Find matching customers automatically when projects are created
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
New projects need to be mapped to customers, but that mapping is manual and easy to forget
- Automatically identify the customer owning a new project
- Never launch a project without customer context
- Avoid duplicating customer records or misassigning projects
Setup
Build it in a few focused steps.
- 1Connect Linear and Ascora integrations to Notis
- 2Create an automation with trigger Project Created
- 3Set the prompt: When a new project is created, retrieve all customers whose names or IDs appear in the project description or metadata
- 4Direct notifications to your ops or project management channel
- 5Create a test project and verify that matching customers are retrieved within seconds
Questions about this workflow
What if a project serves multiple customers?
Notis retrieves all matching customers, so you see the complete list and can assign the project correctly.
How does Notis match project to customer?
It looks for customer names, IDs, or identifiers in the project description, metadata, or linked issues.
Can I edit the customer list after retrieval?
Yes--Notis retrieves the data, but you control the final project-to-customer assignment in Linear or Ascora.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Ascora. A trigger fires from one place; an action lands in another.
Linear triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Comment Received Trigger
Triggered when a comment is received.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Issue Created Trigger
Triggered when a new issue is created.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.