Private team clients now get CRM records automatically
Issues in private Linear teams instantly become customer records in Chaser. No client gets left out of your CRM.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
You handle sensitive client work in private Linear teams, but those clients never make it into Chaser because you're focused on privacy and forget the CRM sync. Later, billing and reporting are incomplete.
- Private-team clients are never left out of Chaser
- Full customer record even for confidential work
- Complete billing and reporting across all client types
- No manual entry needed for private team clients
Setup
Build it in a few focused steps.
- 1Connect your Linear workspace and Chaser account to Notis.
- 2Tell Notis: 'When I create a new issue in my private Linear teams, automatically create that customer in Chaser'.
- 3Select 'Private Team Issue Created' as your trigger.
- 4Choose your notification channel.
- 5Create a test issue in a private Linear team and verify Notis creates the customer in Chaser.
Questions about this workflow
How does Notis know which customer to create?
Notis uses the issue title, project name, or team context to identify the customer. You can refine this in your prompt if needed.
Are private issues more or less visible to Notis?
Notis has full access to your connected account, including private teams. Your data stays secure within Notis and Chaser.
Can I exclude certain private teams from this automation?
Yes. Specify: 'only for private teams I label client-work' 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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.