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Notis

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.

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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