See customer needs clearly when new work starts
A new issue is easier to prioritize when the customer reason is visible. Pair its details with EspoCRM metadata and a clearly labeled review suggestion.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
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.
Why this helps
Founders can lose time deciding whether new work connects to a current customer commitment.
- Separates stated needs from inferred customer links.
- Provides system context in the run report.
- Reduces repeated app switching during triage.
Setup
Build it in a few focused steps.
- 1Connect Linear and EspoCRM to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Ask Notis to summarize new issues, retrieve EspoCRM metadata, and separate explicit customer needs from unverified assumptions.
- 4Choose the Linear Issue Created trigger and a channel for run reports.
- 5Test with one real issue and refine the wording of the instruction if needed.
Questions about this workflow
Can this tell me which customer needs the issue?
Only if the issue itself states that information; the available EspoCRM action does not look up customer records.
What is a useful report?
A brief issue summary, explicit customer need if present, CRM metadata context, and one suggested human review.
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.
Get App User
Tool to retrieve current user data including token, acl, and preferences. use after successful authentication to fetch session-specific profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Comment Received Trigger
Triggered when a comment is received.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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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