Keep customer records current as project updates arrive
A status update can change what a founder needs to remember about a customer. Let Notis carry relevant progress into Engage.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Update User
Tool to update user data and attributes on Engage. Use this to update user data changes like changes in plan, name, location, etc. If the user doesn't exist, this method creates the user.
Why this helps
Useful project progress can stay buried in updates instead of appearing where customer context is managed.
- Bring project progress into customer context
- Reduce manual review across tools
- Make relevant customer details easier to pick up later
Setup
Build it in a few focused steps.
- 1Connect Linear and Engage to Notis once through the portal.
- 2Create an automation through the portal or ask Notis in plain language.
- 3Write one instruction asking Notis to update the associated Engage user's relevant attributes from a project update.
- 4Select the Linear Project Update Posted trigger and choose a run-report channel.
- 5Test with one real project update and inspect the customer record.
Questions about this workflow
Can this update an account instead?
Describe the intended Engage record in your instruction. The action updates user data and can create a user if none exists.
Will it copy the entire project update?
Notis interprets your plain-language prompt and the available context to carry out the requested update.
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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