New Contacts Get Added to Your CRM Automatically
When team members add new contact information to Linear issues (in updates or comments), Notis automatically creates matching contacts in Clientary. Contact data stays synchronized without manual CRM work.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Why this helps
Contact information added to issues during updates never reaches Clientary, requiring manual contact entry and creating data silos.
- Never manually enter contact info
- Keep Clientary contacts current
- Reduce contact duplication
- Maintain single contact source
Setup
Build it in a few focused steps.
- 1Connect Linear and Clientary to Notis.
- 2Create the automation: 'When a Linear issue is updated with new contact information, automatically create that contact in Clientary.'
- 3Select 'Issue Updated' as your trigger.
- 4Choose your notification channel.
- 5Test by updating a Linear issue with contact details and verify the contact appears in Clientary.
Questions about this workflow
How does Notis extract contact info from issue updates?
It identifies email addresses, phone numbers, and names in the updated fields. Tell Notis: 'Look for contact info in the Description or Comments fields.' It extracts accordingly.
What if a contact already exists in Clientary?
Include a deduplication check: 'Verify the contact does not already exist before creating.' Notis checks and prevents duplicates.
Can I link the new contact to a client automatically?
Yes. Tell Notis: 'Assign the contact to the client mentioned in the issue' or 'Link based on the project.' It reads and applies the relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Clientary. A trigger fires from one place; an action lands in another.
Linear triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Comment Received Trigger
Triggered when a comment is received.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Issue Created Trigger
Triggered when a new issue is created.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
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 Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Linear and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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