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Notis

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.

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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