Find Connecteam forms when intake work begins
Check for an existing Connecteam form as soon as a relevant intake issue appears.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
When intake work starts, teams can lose time rebuilding a form or hunting for one they already use.
- Surface existing form definitions during intake planning.
- Reduce repeat searches and duplicate process work.
- Give the issue owner a quick reference for next steps.
Setup
Build it in a few focused steps.
- 1Connect Linear and Connecteam to Notis once through the portal.
- 2Create an automation in Automations, or ask Notis to find existing forms for intake issues.
- 3Write one instruction asking Notis to retrieve Connecteam forms when a Linear issue clearly concerns intake and summarize likely matches.
- 4Select the Linear Issue Created trigger and choose a channel for run reports.
- 5Test with one real intake issue and confirm the surfaced forms are relevant.
Questions about this workflow
Does this create a Connecteam form?
No. The available action lists existing form definitions for review.
Can it search only for a particular intake type?
Describe the intake type in the instruction so Notis can use the issue context when identifying likely matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Connecteam. A trigger fires from one place; an action lands in another.
Linear triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Comment Received Trigger
Triggered when a comment is received.
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
Issue Created Trigger
Triggered when a new issue is created.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
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).
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Linear and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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