Streamline customer onboarding across teams
Your team files customer issues in public Linear channels. Notis creates the customer in Booqable without manual handoff.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
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.
Why this helps
Distributed teams filing customer issues in different Linear channels creates duplicate entry work and inconsistent customer records.
- All teams contribute to customer database
- Consistent customer records across teams
- Eliminates duplicate entry work
- Faster customer handoff
Setup
Build it in a few focused steps.
- 1Connect Linear and Booqable to Notis
- 2Create an automation with the prompt: 'When a new issue is created in the public Linear team, create a customer in Booqable'
- 3Select 'Public Team Issue Created' trigger and 'Create Customer' action
- 4Specify your public team name (e.g., 'Sales', 'Marketing')
- 5Choose your notification channel and test with a sample issue
Questions about this workflow
Does this work for private teams too?
Yes, but use the 'Private Team Issue Created' trigger instead for better security and permissions handling.
Can I route different team issues to different customer types?
Yes. Set up separate automations: one for sales issues, one for support issues, each with different customer defaults.
What if multiple teams create the same customer?
Booqable will create separate records. Set up a deduplication automation or educate teams to check before filing.
Can I limit which team members can trigger this?
Yes. Tell Notis 'Only create if the issue is assigned to the sales team' or 'Only if the reporter has manager role'.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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'.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
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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