Start new projects with CRM context in view
A project may touch customer commitments from day one. See its purpose alongside EspoCRM metadata before deciding what needs CRM follow-through.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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
Project setup can scatter customer context across planning and CRM, leaving founders to reconstruct why the work matters.
- Creates a consistent orientation note for new projects.
- Makes CRM configuration context available during project kickoff.
- Leaves any account association for a person to verify.
Setup
Build it in a few focused steps.
- 1Connect Linear and EspoCRM to Notis once through the portal.
- 2Create the automation in the portal or ask Notis for it in a conversational channel.
- 3Ask Notis to summarize each new project, retrieve EspoCRM metadata, and flag customer links as unverified unless explicit.
- 4Select the Linear Project Created trigger and a channel for run reports.
- 5Test with one real project and review the suggested orientation note.
Questions about this workflow
Will it identify the matching CRM opportunity?
No. The available action reads EspoCRM metadata and does not search opportunities.
Can the note include a kickoff action?
Yes. Ask Notis to suggest one human check based on the project description.
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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