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Notis

Customer details at your fingertips in conversations

Comments about clients automatically surface their full record from Chaser. Conversation context stays intact, no tab-switching needed.

Trigger

Public Team Comment Created

Fires when a new comment is posted on a *public-team* Linear issue. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_COMMENT_CREATED`.

Action

Get Customers

Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.

Why this helps

A team member comments in Linear about a client issue - payment status, contact info, contract details. You stop the conversation to switch to Chaser, break your focus, and by the time you return, context is lost.

  • Customer details surface in conversations without switching tools
  • Maintains conversation flow and mental focus
  • Team gets payment and relationship info when they need it
  • Reduces cognitive load of managing multiple systems

Setup

Build it in a few focused steps.

  • 1Connect Linear and Chaser to Notis.
  • 2Tell Notis: 'When a comment is posted in Linear, retrieve and show me the customer details from Chaser'.
  • 3Select 'Public Team Comment Created' as your trigger.
  • 4Choose your notification channel for Notis to deliver customer lookups.
  • 5Have a team member comment about a client in Linear and Notis will retrieve their Chaser record automatically.

Questions about this workflow

Will this fire on every single comment?

You can refine this: 'When a comment mentions @sales' or 'comments on issues labeled client', to avoid noise.

How does Notis know which customer to look up?

Notis uses context from the issue, project, or customer name in the comment to match the right Chaser customer.

What if multiple customers match?

Notis will return the most likely match or a list of close matches so you pick the right one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Chaser. A trigger fires from one place; an action lands in another.

Linear triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Get Customer by ID

Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Get Customers

Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

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).

TriggerPolling

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Update Customer

Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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