Automatic Team Notes Captured in Bidsketch Client Records
Your team discusses client preferences in Linear comments but those insights never make it to the Bidsketch client record. Next proposal, nobody remembers the context. Notis captures important notes and saves them to client records automatically.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Critical context shared in Linear comments stays isolated and is forgotten when drafting proposals, leading to missed client preferences and repeated questions.
- Team insights from Linear automatically saved to client records
- Future proposal drafts include all historical context
- No more lost information when team members change or memories fade
- Proposals reflect accumulated client understanding
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time setup).
- 2Tell Notis: When important context or notes appear in a Linear comment, save them to the matching Bidsketch client record as internal notes.
- 3Select Comment Received as your trigger and pick your notification channel.
- 4Test by posting a team note about a client in Linear and confirm it appears in the Bidsketch client record.
Questions about this workflow
Won't this fill up the client record with noise?
Your prompt can be specific about what counts as important: for example, comments that mention preferences, constraints, or decision-makers.
Can I edit notes before they are saved?
You can tell Notis to send them to you for approval first, or save them automatically with a 'review' flag so you can check them 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
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