Automatic Deal Documentation When Marked Won
Deals close but winning company domain is never documented so institutional knowledge is lost. This automation stores the domain instantly when a deal is marked won.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Why this helps
Deals close but winning company information is never documented, causing knowledge loss about your biggest customers and past wins.
- Winning company domain auto-stored when deal is marked won
- Deal record is complete for future reference
- No more wondering who the biggest customers are
Setup
Build it in a few focused steps.
- 1Open Notis and create a deal documentation automation
- 2Name it (e.g. 'Won deal documentation') and describe: 'When a deal issue status changes to won, save the customer company domain'
- 3Select trigger: Issue Updated (status changes)
- 4Specify the 'won' status (e.g. 'Closed-Won', 'Won')
- 5Test by moving a real deal to won status
Questions about this workflow
Where does Notis save the company domain?
Your prompt describes where to save it: as a comment, a custom field, a tag, or a report. You decide.
What if a deal doesn't have the customer domain?
Notis can look up by customer name, contact email, or any identifier you provide in the deal issue. Describe what information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bigpicture io. A trigger fires from one place; an action lands in another.
Linear triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Comment Received Trigger
Triggered when a comment is received.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
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 Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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