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Notis

Instant customer context on issue updates

Issue gets reassigned or a new comment arrives. Notis automatically fetches the customer's Booqable profile so everyone has the same context.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Action

Get Customer

Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.

Why this helps

Issue updates arrive but assignees lack customer context, requiring them to switch to Booqable and search manually.

  • Assignees get customer context automatically
  • No manual Booqable lookups
  • Faster issue resolution
  • Context preserved in one thread

Setup

Build it in a few focused steps.

  • 1Connect Linear and Booqable to Notis
  • 2Create an automation with the prompt: 'When a Linear issue is updated, fetch the related customer's details from Booqable and post them'
  • 3Select 'Issue Updated' trigger and 'Get Customer' action
  • 4Choose your notification channel
  • 5Test by updating an issue (reassigning, changing status, adding a comment) and Notis will post the customer profile

Questions about this workflow

How does Notis know which customer is related to the issue?

Look for a customer name or ID in the issue title or description. You can add a custom field like 'Customer: Jane Smith' for reliable linking.

Will Notis post customer details on every single update?

By default, yes. You can refine the automation to trigger only on specific updates (e.g., status changes or assignments) to reduce noise.

Can I exclude certain customer information from being posted?

Yes. Tell Notis 'Only post email and phone, not payment history' to keep sensitive details private.

What if the issue isn't linked to a customer?

Notis will skip the lookup or post a notice saying 'No customer found'. You can require customer linkage before updating the issue.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Booqable. A trigger fires from one place; an action lands in another.

Linear triggers

Booqable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Customer

Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Order

Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Create Product Group

Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Delete Customer

Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Delete Order

Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.

ActionInstant

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).

TriggerPolling

Delete Product Group

Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Get Customer

Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Get Customers

Tool to retrieve a list of customers. use when you need to paginate through customers.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Booqable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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