Check client records when you create a Linear project
Start a client project with fewer loose ends. Notis can look for the corresponding Elorus contact when a new Linear project appears and report if the match is unclear or missing.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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
The project gets underway before anyone checks whether the client is ready for clean billing in the accounting system.
- Surface missing client records early in project setup.
- Reduce context switching to search accounting contacts manually.
- Give the team a clear follow-up while the project is new.
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 in conversation.
- 3Write one instruction asking Notis to search Elorus contacts for the new project's client and report missing or ambiguous matches.
- 4Select the Linear Project Created trigger and choose a channel for run reports.
- 5Test with a real project whose client contact is known.
Questions about this workflow
Will this create a contact automatically?
This workflow looks up contacts and reports the result. Contact creation is not among the listed Elorus actions.
What if the project name does not identify the client?
Tell Notis to report that it cannot identify a clear client instead of choosing a likely contact.
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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