Auto-Load Client Company Details From Linear Issues
Client details load automatically when their name appears. Context stays right where you need it.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
An issue gets assigned to a new client, but you don't have the full company context until you jump to Better Proposals.
- Client details appear without switching apps
- Full context for decision-making
- Stay focused on Linear workflow
Setup
Build it in a few focused steps.
- 1Connect your integrations to Notis.
- 2Tell Notis: 'When a Linear issue is updated with a company name in the title or description, fetch that company's details from Better Proposals.'
- 3Select your notification channel.
- 4Test by updating an issue with a client name you have in Better Proposals.
Questions about this workflow
How does Notis know which company you mean?
You define the match: by exact name, nickname, or even email domain. Notis will ask for clarification if there are multiple matches.
What details does it fetch?
Phone, email, location, contact person, and any custom fields you've set up in Better Proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Better proposals. A trigger fires from one place; an action lands in another.
Linear triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Comment Received Trigger
Triggered when a comment is received.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Issue Created Trigger
Triggered when a new issue is created.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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 Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
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 All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Linear and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.