Automatic Client Data Synchronization from Linear to Bidsketch
When a client changes their email or contact info, update it in Linear and forget about manually propagating it to Bidsketch. Notis keeps both tools in sync so proposal sends never go to stale addresses.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Client contact changes in Linear but you forget to update Bidsketch, causing proposals to bounce or reach the wrong person.
- Proposals always send to the correct current email address
- No more bounced proposals from outdated contact details
- Changes made once in Linear automatically flow to Bidsketch
- Reduce context-switching between tools to update client records
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis in the portal (one-time).
- 2Tell Notis: When a Linear issue is updated with new client information, update the matching Bidsketch client with the new email and contact details.
- 3Select Issue Updated as your trigger and choose your notification channel.
- 4Test by updating a client's email in a Linear issue and verify it syncs to Bidsketch within moments.
Questions about this workflow
Does this overwrite all client fields or only the ones I specify?
You control it. Your prompt can specify exactly which fields to sync, like email and phone, so other fields in Bidsketch stay untouched.
What if the info in Linear is a note, not a field?
Notis can parse notes and comments in Linear issues. Just describe in your prompt which format the updates take, like contact info in the issue description or in comments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bidsketch. A trigger fires from one place; an action lands in another.
Linear triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Comment Received Trigger
Triggered when a comment is received.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Issue Created Trigger
Triggered when a new issue is created.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its 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).
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Linear and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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