Check client contacts for private Linear issues
When client work lives in a private Linear team, Notis can check Elorus contacts at issue creation and report whether the billing record is clear.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Get Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
Why this helps
Private project work can move ahead without the client contact being ready for accounting follow-up.
- Catch missing accounting contacts while private work is being organized.
- Keep client details within the relevant team context.
- Make invoice preparation less dependent on later memory.
Setup
Build it in a few focused steps.
- 1Connect Linear and Elorus to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3Give Notis one instruction to search Elorus contacts for private issues that clearly describe client work and report unclear matches.
- 4Select the Linear Private Team Issue Created trigger and choose a channel for run reports.
- 5Test with one real private issue and verify the contact lookup.
Questions about this workflow
Will it create a contact if the client is missing?
No. The available contact action retrieves records. Instruct Notis to report missing contacts for follow-up.
Does this cover public-team issues?
This workflow is for the private-team issue trigger. Use the public-team issue trigger for public team work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Elorus. A trigger fires from one place; an action lands in another.
Linear triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CREATE_PRODUCT
Tool to create a new product or service in elorus. use when you need to add or configure items/services in your product catalog.
Comment Received Trigger
Triggered when a comment is received.
Email Invoice
Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.
Issue Created Trigger
Triggered when a new issue is created.
Get Bills
Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
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 Credit Notes
Tool to retrieve a list of credit notes. use when you need to fetch credit notes filtered by page, contact, date range, or currency.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Email Templates
Tool to retrieve a list of email templates. use when you need to fetch and page through existing templates in the organization.
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 Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
Connect any two apps with Notis in the middle.
Linear and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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