Keep private issue handoffs focused and clear
A private issue may hold sensitive customer work. Keep its summary concise and pair it with authenticated CRM user context for the right review.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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
Sensitive work often has fewer visible handoff cues, making it harder to know who should pick up the next customer check.
- Keeps private-team issue context in a focused report.
- Shows the connected EspoCRM user profile for orientation.
- Avoids exposing or inventing customer-record details.
Setup
Build it in a few focused steps.
- 1Connect Linear and EspoCRM once through the Notis portal with the intended account access.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Ask Notis to summarize each private issue, retrieve the EspoCRM user profile, and keep the report limited to necessary handoff context.
- 4Select the Private Team Issue Created trigger and a suitable run-report channel.
- 5Test with one real private issue and confirm the report is appropriately concise.
Questions about this workflow
Does this make private CRM data visible?
The listed action retrieves EspoCRM session user data. It does not fetch customer records.
Can the prompt limit details in reports?
Yes. Ask Notis to include only the issue details needed for the requested handoff.
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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