Consolidate duplicate Engage profiles found during issue work
When a private issue surfaces duplicate customer records, let Notis merge them so you have one clearer profile to return to.
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
Merge Users
Tool to merge two user profiles in Engage. The source user is merged into the destination user, and the source user profile is removed. Use when you need to consolidate duplicate user accounts or combine user data from multiple profiles into a single account.
Why this helps
Duplicate profiles split customer context and create uncertainty about which record to use for follow-up.
- Consolidate duplicate customer history into one profile
- Reduce uncertainty during follow-up
- Address profile cleanup when issue context reveals it
Setup
Build it in a few focused steps.
- 1Connect Linear and Engage to Notis once through the portal.
- 2Create an automation in the portal or tell Notis the desired workflow.
- 3Write one instruction describing how to identify confirmed duplicate Engage users and which profile should receive the merged data.
- 4Select the Linear Private Team Issue Properties Updated trigger and choose a channel for run reports.
- 5Test with one known duplicate case and verify the destination profile.
Questions about this workflow
Does merging remove the source profile?
Yes. Engage merges the source into the destination and removes the source profile, while consolidating user data.
Should every issue update trigger a merge?
No. Describe the specific confirmed-duplicate context that warrants this action in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Engage. A trigger fires from one place; an action lands in another.
Linear triggers
Engage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Customer to Accounts
Tool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Lists
Tool to add a Customer or Account to one or more Lists in Engage.so. Use when you need to subscribe a user to specific lists for targeted messaging.
Comment Received Trigger
Triggered when a comment is received.
Archive List
Tool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.
Issue Created Trigger
Triggered when a new issue is created.
Archive User
Tool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will be stopped, but all messages, logs, and related data will be preserved.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Convert User Type
Tool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.
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 List
Tool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create User
Tool to create a new user (Customer or Account) in Engage. Use when you need to add a user with optional metadata, device tokens, or list subscriptions.
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 Subscriber From List
Tool to remove a subscriber from a List entirely (different from unsubscribing). Use when you need to completely delete a subscriber's association with a specific list.
Connect any two apps with Notis in the middle.
Linear and Engage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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