Turn new Linear issues into clearer CRM handoff notes
A new issue can signal customer work that needs follow-through. Get a concise issue summary and the current EspoCRM session profile in one run report.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
Customer-related issues can disappear into a project queue while the founder switches between Linear and CRM.
- Keeps the issue context and authenticated CRM user visible together.
- Makes the next human follow-up easier to spot.
- Avoids suggesting that the CRM record was changed.
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 conversationally in plain language.
- 3In one instruction, ask Notis to summarize each new issue and retrieve the EspoCRM session profile for a reviewable handoff note.
- 4Select the Linear Issue Created trigger and choose where Notis should report runs.
- 5Test with one real customer-related issue and confirm the report is useful.
Questions about this workflow
Does this create a CRM record?
No. The available EspoCRM action retrieves the current app user profile. The run report can help a person decide what CRM follow-up is needed.
What should the prompt include?
Ask Notis to summarize the new issue, retrieve the EspoCRM session profile, and clearly label any inferred customer connection for 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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