Automatic Won Customer Domain Archival
Closed-won deals disappear from workflow, taking customer context with them. This automation archives customer domains so you maintain complete historical records.
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
Closed-won deals disappear from workflow and customer context is never archived, so institutional knowledge about your customer base is lost.
- Winning customer domain auto-stored when deal is archived
- Historical record of wins is complete and searchable
- Future decisions informed by past customer base
Setup
Build it in a few focused steps.
- 1Create a new automation in Notis
- 2Name it (e.g. 'Won customer archival') and describe: 'When a deal is marked closed-won, save the customer company domain to an archive'
- 3Select trigger: Issue Updated (status = 'closed-won')
- 4Describe where to archive (comment, custom field, report, etc.)
- 5Test by closing a real deal as won
Questions about this workflow
How do I search archived customer data later?
Your automation can save customer data in a format that's easy to search, like a spreadsheet, database, or tagged list in Bigpicture io.
Can I include deal value or other metrics in the archive?
Yes. Your prompt describes what to archive alongside the customer domain, e.g. deal value, contract date, industry, etc.
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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