New Customer Issue to Onboarding List
Onboarding is your first impression. Notis automatically adds every new customer to your onboarding sequence the moment they appear in Linear no manual handoff.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Add Contact to List
Tool to add a new contact to a specific list. use after verifying the list id exists.
Why this helps
New customers slip through onboarding, manual CRM entry, context switching during critical first days.
- Consistent onboarding
- Faster customer setup
- Reduced dropped customers
- Better retention
Setup
Build it in a few focused steps.
- 1Connect both integrations in the Notis portal.
- 2Create automation: 'When a new customer issue is created, add them to my onboarding sequence list.'
- 3Choose 'Issue Created' trigger with 'new-customer' or 'onboarding' label.
- 4Test with a sample new customer to confirm list entry.
Questions about this workflow
What information gets added to the contact?
Company, contact person, email, and any details from the Linear issue description are pulled in automatically.
Can I send onboarding emails automatically?
Once on the list, you can set up email sequences in Benchmark email to send onboarding messages automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Benchmark email. A trigger fires from one place; an action lands in another.
Linear triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a contact list. use after confirming that the list is no longer in use.
Comment Received Trigger
Triggered when a comment is received.
Delete Email Campaign
Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.
Issue Created Trigger
Triggered when a new issue is created.
Delete Linked Agency Account
Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Webhook
Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.
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 All Confirmed Emails
Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Client Account Settings
Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.
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 client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Connect any two apps with Notis in the middle.
Linear and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Benchmark email.