New Contacts Auto-Register in Your CRM
When new contacts get mentioned or involved in Linear issues, Notis automatically creates matching contact records in Clientary. Contact data stays synchronized across tools without manual CRM entry.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
New contacts mentioned in Linear issues must be manually added to Clientary, creating duplicate entry work and risk of missed contacts.
- Eliminate manual contact entry
- Keep contacts synchronized
- Never lose new contact info
- Reduce data entry errors
Setup
Build it in a few focused steps.
- 1Connect Linear and Clientary integrations to Notis.
- 2Create the automation: 'When a new issue is created that mentions a new contact, automatically create that contact in Clientary.'
- 3Select 'Issue Created' as your trigger.
- 4Choose your notification channel.
- 5Test by creating an issue that includes contact details and verify the contact appears in Clientary.
Questions about this workflow
How does Notis identify new contacts in issues?
It looks for email addresses, phone numbers, and name patterns in the issue title or description. Tell Notis: 'Extract contact info from specific fields' and it focuses there.
What if an issue has multiple contacts?
Notis creates a record for each contact it identifies. You can refine it: 'Only create a contact for the primary mention' or 'Create contacts for all mentions.' Your choice.
Can I assign contacts to a specific client in Clientary?
Yes. Tell Notis: 'Assign the contact to the client mentioned in the issue' or 'Link to a specific client 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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