Make public team issues actionable in ERPNext
A new issue may need attention from finance or operations. Let Notis place that follow-up in ERPNext while the context is fresh.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
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.
Why this helps
Cross-functional work can be missed when a Linear issue needs an ERPNext follow-up that nobody has time to enter.
- Create an operational next step from relevant issues
- Keep cross-functional work in a familiar ERPNext list
- Reduce task-switching and duplicate entry
Setup
Build it in a few focused steps.
- 1Connect Linear and ERPNext to Notis once.
- 2Create an automation in the portal or ask Notis to create the follow-up.
- 3Describe which public-team issues should produce an ERPNext ToDo and what context it should carry.
- 4Select Public Team Issue Created and choose the channel for run reports.
- 5Test with one relevant issue and review its ToDo.
Questions about this workflow
Can the automation be limited to relevant public issues?
Describe the criteria in your plain-language instruction and test with an example.
What if the issue is in a private team?
Use the Private Team Issue Created trigger for issues in 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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