Update cases from private-team customer issues
Notis can use a private-team issue update to refresh a related case with the support-relevant context.
Trigger
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Customer support details in a private team may be hard to carry into the CRM without repeating the handoff manually.
- Connect private-team customer work to case follow-up.
- Keep support records current without copying issue details by hand.
- Use the visibility of the connected Linear account.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal, using a Linear connection with access to the relevant private team.
- 2Tell Notis to update the related Dynamics 365 case when a private-team issue change affects customer support follow-up.
- 3Select the Private Team Issue Properties Updated trigger and choose a channel for run reports.
- 4Test with one real private-team update and confirm the intended case was updated.
Questions about this workflow
Does the trigger see private-team issues?
It polls with the connected user's Linear token, so that account must have access to the private team.
Should every private issue update a case?
Use the prompt to limit updates to changes with a clear customer support impact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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 Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web 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).
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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