Create Client Records from Your Onboarding Flow
Every new onboarded client automatically gets a contact in Capsule when their checklist is created
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Why this helps
You run client onboarding in a private Linear team but then have to manually create records in Capsule, leading to incomplete data and scattered records
- Streamline client setup
- Never skip CRM entry again
- Create consistent client records
- Save 10 minutes per onboarding
Setup
Build it in a few focused steps.
- 1Connect both Linear and Capsule to Notis via the portal once
- 2Build automation with prompt: 'When an onboarding issue is created in the private team, create a new client contact in Capsule with their company name and contact details from the issue'
- 3Select 'Private Team Issue Created' trigger and set notification preference
- 4Test by creating one onboarding issue and confirm it creates a contact in Capsule
Questions about this workflow
What if client details are not in the Linear issue yet?
You can update them later using Notis' update automation - Capsule contact gets created, you add details as onboarding progresses
Can I make sure no duplicate client records are created?
Yes - Notis matches by email or company name before creating, so duplicates are prevented
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Capsule crm. A trigger fires from one place; an action lands in another.
Linear triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Comment Received Trigger
Triggered when a comment is received.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
Issue Created Trigger
Triggered when a new issue is created.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
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).
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Linear and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.