Automatic Customer Context for Expansion Opportunities
Upsell opportunities arrive but you pitch without knowing the customer's current situation. This automation pulls customer profiles instantly so pitches are personalized.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
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.
Why this helps
Expansion opportunities lack customer company context, forcing you to pitch without understanding the customer's business or situation.
- Customer company profile auto-loaded when upsell is created
- Expansion pitch is personalized without research work
- Faster deal velocity from having context ready
Setup
Build it in a few focused steps.
- 1Create a new automation in Notis portal
- 2Name it (e.g. 'Expansion opportunity context') and describe: 'When an upsell or expansion issue is created, get the customer company profile'
- 3Select trigger: Issue Created (filter to 'upsell' or 'expansion' labels)
- 4Describe how to identify the customer (name, field, etc.)
- 5Test with a real upsell opportunity
Questions about this workflow
What company details help with upsell personalization?
Company size, industry, growth stage, and employee count inform expansion strategy. Bigpicture io provides all of this.
Can I compare customer company data to identify expansion patterns?
Yes. Your automation can organize customers by profile type to identify which segments are most receptive to upsells.
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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