Won deals instantly become customers
Mark a deal Won in Linear and the customer appears in Chaser automatically. Sales closures trigger CRM setup instantly.
Trigger
Public Team Issue Properties Updated
Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Your sales team closes a deal in Linear and celebrates, but nobody creates the customer record in Chaser. Days later during onboarding, you discover the customer was never added, causing delays and confusion.
- Won deals instantly populate Chaser without manual entry
- Onboarding teams have customer records ready immediately
- Sales wins are never lost in the handoff
- Complete customer timeline from deal to delivery
Setup
Build it in a few focused steps.
- 1Connect Linear and Chaser to Notis.
- 2Tell Notis: 'When I change an issue status to Won in Linear, automatically create that customer in Chaser'.
- 3Select 'Public Team Issue Properties Updated' as your trigger.
- 4Choose your notification channel for deal-to-customer confirmations.
- 5Mark a test deal as Won in Linear and verify Notis creates the customer in Chaser.
Questions about this workflow
What if a deal gets marked Won by mistake?
Move it back to another status in Linear. Notis can't reverse past actions, but you can delete the customer in Chaser manually or ask Notis to do it.
Can this work with custom deal statuses?
Yes. Tell Notis which status means Won for your team: 'When I move an issue to Closed-Won' or 'change it to Contract Signed'.
What customer details does Notis pull from the deal?
Notis uses the deal name, notes, and assignee info to create a customer record in Chaser. You can add more details later.
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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