Project closure automatically updates customer records
Close a project in Linear and the customer status updates in Chaser instantly. Relationships stay current without manual work.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
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."
Why this helps
You finish a project and mark it closed in Linear, but forget to update the customer status in Chaser. Later, your CRM shows outdated relationship info and old projects still look active.
- Closed projects automatically update customer status in Chaser
- Your CRM relationship timeline stays accurate
- No manual customer record maintenance after project completion
- Complete audit trail of all customer project history
Setup
Build it in a few focused steps.
- 1Connect Linear and Chaser to Notis.
- 2Tell Notis: 'When I close or resolve an issue in Linear, automatically update the corresponding customer's status in Chaser'.
- 3Select 'Issue Updated' as your trigger.
- 4Choose your notification channel.
- 5Close or resolve a test issue in Linear and verify the customer status updates in Chaser.
Questions about this workflow
How does Notis know the project is closed?
Notis watches for status changes to Closed, Done, Archived, or custom end statuses you define.
What customer status should Notis set?
You define this in your prompt: 'Mark them as inactive', 'set status to project-complete', or whatever fits your workflow.
What if multiple customers are tied to one project?
Notis updates all of them. You can refine to target specific customers if you want.
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.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
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 Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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."
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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