Get Contact History During Internal Planning
Creating internal planning issues automatically loads recent contact activity from Capsule
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
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.
Why this helps
Your team plans internally in Linear but you do not have fresh customer activity context, leading to disconnected planning
- Plan with fresh context
- Reduce context switching
- Never repeat work
- Make better decisions
Setup
Build it in a few focused steps.
- 1Connect Linear and Capsule in Notis
- 2Create automation with prompt: 'When a new internal planning issue is created, retrieve recent entries and activities from Capsule for the related contact'
- 3Select 'Private Team Issue Created' trigger
- 4Test by creating a planning issue and review the recent activity you receive
Questions about this workflow
What counts as recent activity?
Emails, notes, completed tasks - anything logged in Capsule in the last 30 days or as you specify
Can I get activity for multiple contacts?
Yes - if your issue mentions multiple contacts, include that detail in 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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