Automatic Client Creation from Private Sales Team Workflows
Your sales team works in a private Linear team, logging prospects there. But Bidsketch clients are created manually later, if at all. Notis bridges the gap by automatically creating clients from private team issues.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Sales team issues in private Linear workspaces stay isolated; they never trigger Bidsketch client creation, so opportunities slip through without proposal tracking.
- Prospects logged by sales team in private Linear instantly become Bidsketch clients
- No prospect falls through the cracks due to tool isolation
- Sales and proposals stay connected even when work happens in private spaces
- Automatic handoff from sales team findings to proposal workflow
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis in the portal; ensure Notis has access to your private Linear team.
- 2Tell Notis: When a new issue is created in my private sales team, create a matching client in Bidsketch with the prospect details.
- 3Select Private Team Issue Created as your trigger and pick your notification channel.
- 4Test by having your sales team create a prospect issue in the private Linear workspace and confirm the client appears in Bidsketch.
Questions about this workflow
Does Notis need special permissions to see private team issues?
Yes, Notis uses your credentials to access private teams you have permission to see. You control what it can access during initial setup.
Can I use this for multiple private teams?
Yes. You can create separate automations for each private team, or one automation that monitors all private teams where you have access.
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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