Turn Linear Prospect Issues Into Bidsketch Clients Automatically
Stop manually re-entering prospect contact info into Bidsketch when a new inquiry arrives in Linear. Notis captures everything and creates a ready-to-use client record instantly.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Every new prospect inquiry in Linear means manually recreating their contact information in Bidsketch, wasting time and risking data entry errors that break follow-ups.
- Client records created instantly without manual re-entry
- Eliminate typos that break email sends
- Single source of truth for prospect data
- Start drafting proposals immediately instead of context-switching
Setup
Build it in a few focused steps.
- 1Connect your Linear workspace and Bidsketch account to Notis in the portal (one-time setup, 2 minutes).
- 2Tell Notis: When a new Linear issue is created, create a matching Bidsketch client with their name and email from the issue details.
- 3Select Issue Created as your trigger and pick Slack or email to receive notifications for each new client.
- 4Test by creating one sample prospect issue in Linear and confirm the Bidsketch client appears within seconds.
Questions about this workflow
What if the prospect info in Linear is incomplete?
Notis captures whatever is available in the Linear issue. You can always edit the Bidsketch client directly to fill in missing fields before sending a proposal.
Can I use this for only certain types of issues?
Yes. Your Notis prompt can specify to only trigger on issues with certain labels, like prospect or sales inquiry.
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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