Automatically Onboard New Customers Into Your CRM
New signups are hot leads. Get them into your CRM instantly instead of letting them sit in a Linear ticket.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Why this helps
New customer signups live in Linear tickets but are not automatically added to your CRM, causing follow-up delays and incomplete customer data.
- Reduce time between signup and first contact
- Never forget to record a new customer
- Build a comprehensive CRM database automatically
- Speed up customer success team response
Setup
Build it in a few focused steps.
- 1Connect both Linear and Centralstationcrm integrations to Notis.
- 2Ask Notis: 'When an issue is updated with a customer signup label, create a new contact in my CRM with their details.'
- 3Select Issue Updated as your trigger event.
- 4Choose your preferred notification channel.
- 5Test by updating a Linear issue with the 'customer' or 'signup' label and check your CRM for the new contact.
Questions about this workflow
How do I mark an issue as a customer signup?
Use a specific label in Linear like 'customer', 'new-signup', or 'onboarding'. Notis watches for that label change.
Will Notis capture payment info or just contact details?
Notis captures what's in the Linear issue (name, email, company, etc.). Payment info stored elsewhere can be added manually or via a separate automation.
What if a customer is already in your CRM?
Ask Notis to search first and skip duplicates, or ask it to update the existing contact instead of creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Centralstationcrm. A trigger fires from one place; an action lands in another.
Linear triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Comment Received Trigger
Triggered when a comment is received.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Issue Created Trigger
Triggered when a new issue is created.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
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).
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Linear and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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