Create Organization Records from Project Launches
New Linear projects automatically create matching organizations in Capsule
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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 launch client projects in Linear but then have to manually set up organizational records in Capsule, leading to delayed CRM setup and scattered data
- Automate org setup
- Never skip CRM entry
- Keep project data current
- Speed up onboarding
Setup
Build it in a few focused steps.
- 1Connect Linear and Capsule in Notis
- 2Create automation with prompt: 'When a new project is created in Linear with a client name, create a matching organization in Capsule with the project name and client details'
- 3Select 'Project Created' trigger
- 4Test by launching a project and verify the org appears in Capsule
Questions about this workflow
Can I map project properties to org fields?
Yes - include that in your prompt like 'map project lead to org manager and target date to deadline'
What if the client org already exists in Capsule?
Notis will check first - you can have it link to existing org or create a new one based on your prompt
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
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