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Notis

Auto-add clients to Chaser the moment you start work

Every new client issue in Linear automatically becomes a customer in Chaser. No forgotten CRM entries, no scattered client data.

Trigger

Public Team Issue Created

Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.

Action

Create Customer

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

Why this helps

You create a Linear issue for a new client but forget to add them to Chaser. Months later you discover scattered client data across two systems, no single customer record, and invoicing becomes impossible to track.

  • New clients appear in Chaser instantly without manual entry
  • Single source of truth for every customer
  • Eliminates context-switching between Linear and your CRM
  • Catches every client automatically, no dropped balls

Setup

Build it in a few focused steps.

  • 1Connect your Linear workspace and Chaser organization to Notis one time via the Notis portal.
  • 2Ask Notis in plain language: 'When I create a new issue in Linear, automatically create that client as a customer in Chaser'.
  • 3Select 'Public Team Issue Created' as your trigger event.
  • 4Choose your notification channel (Slack, email, or in-app) so Notis can report when customers are created.
  • 5Test by creating a new Linear issue with a client name and verify the customer appears in Chaser within seconds.

Questions about this workflow

Will this sync issues created before I set it up?

No, this only triggers on new issues created after setup. If you need to backfill existing clients, ask Notis to sync them for you.

What if I accidentally create a duplicate customer?

Notis checks for existing customers before creating new records to prevent duplicates.

Can I limit this to certain types of issues?

Yes. Refine your prompt: 'When I create a new issue labeled client-work' or mention specific projects, and Notis will apply that filter.

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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