Automatic Client Note Sync from Private Team Collaboration
Your team discusses a client in a private Linear team but that context stays hidden from the main Bidsketch client record. Notis captures important collaboration and saves it to the client record automatically.
Trigger
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).
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Private team conversations about clients never reach the shared client record in Bidsketch, so other team members miss important context.
- Private team insights automatically appear in shared client records
- Whole team stays informed even when discussion happens in private workspaces
- No information silos between private and public teams
- Client records reflect all accumulated knowledge
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis; ensure Notis can access your private team.
- 2Tell Notis: When a comment is posted in my private team that contains important client information, save it to the matching Bidsketch client record.
- 3Select Private Team Comment Created as your trigger and choose your notification channel.
- 4Test by posting a comment about a client in your private Linear team and confirm it syncs to the Bidsketch client record.
Questions about this workflow
What if some private team discussions should stay private?
Your prompt can specify which comments to save based on keywords or context, so sensitive discussions stay private.
Can I review before notes are saved?
Yes. You can set Notis to send notes for approval first, or save them with a flag for you to review later.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.