Keep Engage user type aligned with customer relationship changes
When an issue update marks a relationship shift, let Notis update the Engage record type so your customer organization stays clear.
Trigger
Public Team Issue Properties Updated
Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.
Action
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.
Why this helps
A change in how you serve a customer can be reflected in Linear long before anyone remembers to update their Engage record type.
- Keep Engage records aligned with changing customer relationships
- Avoid hunting for the right profile to update
- Make account and customer organization easier to maintain
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 describe the outcome to Notis.
- 3Write one instruction explaining which public issue change should convert the matching Engage user's type.
- 4Choose the Linear Public Team Issue Properties Updated trigger and a channel for run reports.
- 5Test with one real relationship change and confirm the Engage user type.
Questions about this workflow
Can conversion go in either direction?
The Engage action converts between Customer and Account. Describe the intended result in the prompt.
Does it convert every changed issue?
The instruction should describe which relationship changes warrant conversion so Notis can interpret the intended cases.
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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