Project updates automatically sync to customer records
Post a project status update in Linear and the customer record in Chaser updates instantly. Stakeholders stay current.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
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 write a detailed project status update in Linear to keep stakeholders informed, but forget that Chaser needs the same information. Customer relationship records stay stale and incomplete.
- Project updates automatically sync to customer records in Chaser
- Stakeholder info stays current without manual maintenance
- Complete communication history for each customer relationship
- Reduces manual customer record updates
Setup
Build it in a few focused steps.
- 1Connect Linear and Chaser to Notis.
- 2Tell Notis: 'When I post a project status update in Linear, update the matching customer's record in Chaser'.
- 3Select 'Project Update Posted' as your trigger.
- 4Choose your notification channel.
- 5Post a test status update in a Linear project and verify the customer record updates in Chaser.
Questions about this workflow
What customer fields should the update sync to?
You define this: 'Add to the notes field', 'update the status', or 'record in the timeline'. Notis follows your instruction.
Will every project update sync?
By default yes, but you can refine it: 'Only for projects labeled client-communication' to avoid noise.
What if there's no matching customer in Chaser?
Notis will report that the customer wasn't found and you can create it first, then run the update.
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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