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Notis

Auto-Retrieve Customer Details for Service Requests

Get customer details the moment a service request arrives

Trigger

Public Team Issue Created

Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.

Action

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

Why this helps

New service requests land in Linear without customer context, requiring manual lookup

  • Instantly see who is requesting service without leaving Linear
  • Reduce context-switching and speed up request handling
  • Avoid duplicating customer records or missing existing relationships

Setup

Build it in a few focused steps.

  • 1Authenticate Linear and Ascora with Notis
  • 2Create an automation with trigger Issue Created on your support/service team
  • 3Write the prompt: When a new service request is created, find and retrieve the customer record for that request
  • 4Choose your notification channel
  • 5Create a test service request and confirm the customer details appear instantly

Questions about this workflow

What if the service request is from a new customer?

Notis will report that no existing customer was found, helping you identify new prospects.

How specific does the customer name need to be in the request?

Notis does fuzzy matching, so partial names, account numbers, or email addresses all work.

Can I see all customer contact info?

Yes--Notis retrieves the full customer record including contact details, service history, and account status.

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.

TriggerScheduled

Delete Customer

Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Quotation

Tool to create a new quotation. use when submitting a customer quote request via the ascora api.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Delete Customer

Tool to delete a specific customer by id. use after confirming the customer exists.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Get Customers

Tool to retrieve a list of customers. use after authenticating with your api key.

ActionInstant

Issue Updated Trigger

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

TriggerInstant

Get Jobs

Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.

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

Private Team Issue Created

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

TriggerPolling

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

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

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