Automatic Referral Partner Company Research
Referral partner opportunities arrive but you don't research who referred you or their company. This automation researches partners instantly so relationships are understood.
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
Referral partner opportunities arrive but you never research the referring partner, so referral relationships are untracked and unappreciated.
- Referral partner company auto-researched when opportunity is created
- Referral relationships are tracked and understood
- No partner effort goes unrecognized or unresearched
Setup
Build it in a few focused steps.
- 1Open Notis and create a referral partner automation
- 2Name it (e.g. 'Referral partner research') and describe: 'When a referral opportunity is created, look up the referring partner company'
- 3Select trigger: Issue Created (filter to 'referral' or 'partner-generated' labels)
- 4Describe how to identify the referral partner (issue field, comment, etc.)
- 5Test with a real referral opportunity
Questions about this workflow
How does Notis know which partner made the referral?
You describe how to identify them in your prompt, e.g. 'The partner name is in the title', 'Check the assigned-to field', or 'Look in the description'.
Can I track referral success by partner?
Yes. Link referral outcomes to partner profiles so you understand which partners generate highest-value deals.
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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