Automate Customer Onboarding Emails
Never skip onboarding steps again. Automatically launch structured email sequences when new customers are onboarded.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Why this helps
Onboarding email sequences are inconsistently applied because founders forget which customers need them. This causes higher churn and frustration from customers who feel abandoned during setup.
- Every customer gets consistent, complete onboarding
- Setup steps are delivered automatically in sequence
- Reduce churn from incomplete onboarding
- Free up founder time from manual sequence management
Setup
Build it in a few focused steps.
- 1Connect Linear and Bigmailer to Notis.
- 2Ask Notis: 'When a new onboarding issue is created in Linear with a customer email, automatically launch a 7-step onboarding email sequence starting with account setup, followed by feature walkthroughs, and ending with best practices.'
- 3Set 'Issue Created' as your trigger filtered to onboarding issues.
- 4Notis will launch your pre-built sequence and track completion.
- 5Test by creating an onboarding issue with a test customer email and verify the sequence launches.
Questions about this workflow
How do I customize the onboarding sequence for different product tiers?
Tell Notis: 'For Enterprise customers, send the 10-step enterprise sequence; for Starter customers, send the 5-step basic sequence.'
Can I adjust timing between emails?
Yes. Tell Notis: 'Send email 1 immediately, email 2 after 1 day, email 3 after 3 days, etc.' or whatever spacing works best.
What if a customer completes onboarding early?
Tell Notis to skip remaining emails: 'If customer activates account, stop the onboarding sequence.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bigmailer. A trigger fires from one place; an action lands in another.
Linear triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
This tool retrieves information about the authenticated user in bigmailer using the get /me endpoint. it requires only authentication and no additional parameters, making it ideal for verifying api connectivity and retrieving essential user details.
Comment Received Trigger
Triggered when a comment is received.
List All Brands
This tool retrieves a list of all brands associated with the authenticated bigmailer account. it allows users to view and manage their brands. the operation is executed via a simple get request to the /brands endpoint and requires proper authentication using the x-api-key header. the response is a json array containing information such as brand id, brand name, and other related details.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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