Auto-create customers when projects launch
New Linear projects instantly sync to Chaser as customer records. One action in Linear, your CRM stays current automatically.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
You launch a project in Linear to organize client work, then have to switch to Chaser and manually add the customer. This context-switching happens dozens of times a week and burns mental energy that could go toward actual work.
- Project launches automatically populate your CRM with zero extra steps
- No context-switching between Linear and Chaser
- Customers are never lost or forgotten when projects start
- Your team stays aligned with the same customer data
Setup
Build it in a few focused steps.
- 1Ensure Linear and Chaser are connected to your Notis account (one-time setup).
- 2Tell Notis: 'Whenever I create a new project in Linear, automatically create the corresponding customer in Chaser'.
- 3Select 'Project Created' as your automation trigger.
- 4Pick your preferred notification channel so you can see when customers are added.
- 5Launch a new project in Linear and confirm Notis creates the customer in Chaser automatically.
Questions about this workflow
Does this work with existing projects?
This automation only triggers on projects created after setup. Backfill is possible if you ask Notis to migrate existing projects.
What customer details does Notis pull from the project?
Notis uses the project name and any team/customer context from the project to create the customer record in Chaser.
Can I customize which projects trigger this?
Absolutely. Specify: 'only for projects in the client services team' or 'projects labeled active-client', and Notis will apply that logic.
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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