Keep project ownership changes visible
A new project lead may mean an operational contact or responsibility needs updating. Let Notis create a review task instead of relying on memory.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Why this helps
Changes in project leadership can leave ERPNext responsibilities unclear until someone remembers to check.
- Prompt a timely ownership check
- Keep operational responsibility from going stale
- Reduce follow-up messages to clarify changes
Setup
Build it in a few focused steps.
- 1Connect Linear and ERPNext to Notis once.
- 2Create an automation in the portal or ask Notis for an ownership review task.
- 3Write one plain-language instruction to create an ERPNext ToDo when a project lead change needs operational review.
- 4Select Linear Project Properties Updated and a channel for run reports.
- 5Test one lead change and confirm the task points to a clear review.
Questions about this workflow
Can the task identify what to review?
Include the operational responsibility or record to review in the prompt.
Does this work for projects in private teams?
Yes. The project properties trigger covers projects visible to the connected user in both public and private teams.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Erpnext. A trigger fires from one place; an action lands in another.
Linear triggers
Erpnext actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Comment Received Trigger
Triggered when a comment is received.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Issue Created Trigger
Triggered when a new issue is created.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
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 Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
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 Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Connect any two apps with Notis in the middle.
Linear and Erpnext, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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