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Notis

Make customer follow-up comments easier to act on

Comments often carry the one detail that changes a customer handoff. Keep that note next to the CRM session user context for a quick review.

Trigger

Comment Received Trigger

Triggered when a comment is received.

Action

Get App User

Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.

Why this helps

Important requests buried in issue comments can be missed when attention moves between tools.

  • Brings comment intent into a compact review note.
  • Shows the authenticated EspoCRM profile for handoff orientation.
  • Helps the founder identify a next step without implying CRM edits.

Setup

Build it in a few focused steps.

  • 1Connect Linear and EspoCRM once in the Notis portal.
  • 2Create an automation there or ask Notis conversationally using plain language.
  • 3In one prompt, request a summary of each received comment, the EspoCRM app user profile, and a clearly marked human follow-up suggestion.
  • 4Choose the Linear Comment Received trigger and the run-report channel.
  • 5Test with one real comment that contains a customer-related request.

Questions about this workflow

Will Notis assign the request in EspoCRM?

No. This action retrieves the current EspoCRM user profile; it does not assign or update CRM records.

What happens with comments that are not customer-related?

Ask Notis to say that no CRM follow-up is apparent when the comment does not establish a customer connection.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Espocrm. A trigger fires from one place; an action lands in another.

Linear triggers

Espocrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get App User

Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Metadata

Tool to retrieve metadata information from espocrm. use when you need to discover system configuration, user details, acl, and translations right after authentication.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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).

TriggerPolling

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Connect any two apps with Notis in the middle.

Linear and Espocrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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