Keep Client Records Current with Project Updates
Every project milestone in Linear automatically updates your Capsule org record
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
Project details change in Linear but you manually update Capsule, or worse, the org record sits outdated with wrong project status or lead info
- Org records stay current
- Never miss a milestone update
- Improve client visibility
- Reduce manual updates
Setup
Build it in a few focused steps.
- 1Connect Linear and Capsule in Notis
- 2Create automation with prompt: 'When a project status, lead, or deadline changes in Linear, update the matching organization record in Capsule with the new details'
- 3Select 'Project Properties Updated' trigger
- 4Test by updating project details and verify they appear in the org record
Questions about this workflow
Which project properties should sync?
Specify in your prompt - common ones are status, owner/lead, deadline, and budget
What if the org does not exist yet?
Create it first using the new project automation, then this one will update it
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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