Find an existing form for a new intake need
Before someone builds an intake process from scratch, check the templates already available in Fingertip.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
List Form Templates
Tool to retrieve a paginated list of form templates. Use when you need to fetch multiple templates for a site after obtaining its ID.
Why this helps
A new intake request often triggers avoidable research or duplicate work when existing templates are hard to remember.
- Prompt a reusable template search right when an intake need appears.
- Reduce repeated investigation across tools.
- Make existing customer intake options easier to consider.
Setup
Build it in a few focused steps.
- 1Connect Linear and Fingertip to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to look for form templates when an intake issue is created.
- 3Write one instruction asking Notis to retrieve templates relevant to the issue and identify the site context.
- 4Select the Linear Issue Created trigger and choose a channel for run reports.
- 5Test with one real intake issue and review the suggested templates.
Questions about this workflow
Will the workflow create or modify a form?
No. It lists form templates so the team can review available options.
Can Notis choose a best-fit template?
The prompt can ask Notis to summarize likely matches from the issue context and make uncertainty clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Fingertip. A trigger fires from one place; an action lands in another.
Linear triggers
Fingertip actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Fingertip Site
Tool to create a new Fingertip site. Use after gathering site details such as name, slug, and business type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Fingertip Site
Tool to delete a Fingertip site. Use when you need to permanently remove a site by its UUID after confirming it is no longer needed.
Comment Received Trigger
Triggered when a comment is received.
Delete Site Membership
Tool to delete a specific site membership. Use when you need to remove a user from a site after confirming the membership ID.
Issue Created Trigger
Triggered when a new issue is created.
Delete Workspace Invitation
Tool to delete a workspace invitation by its ID. Use after obtaining the invitation ID to cancel a pending workspace invitation.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Comprehensive Site Analytics
Tool to retrieve comprehensive analytics for a specific site. Use when you have a site ID and need period-based breakdowns including optional store metrics.
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).
Get Site Membership
Tool to retrieve site membership details. Use when you need detailed information about a specific membership after you have its ID.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Health Check
Tool to verify API connectivity. Use when checking API health before other operations.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
List Fingertip Blog Posts
Tool to list published blog posts for a specific site. Use when you have a site ID and need to paginate, sort, and retrieve post summaries.
Connect any two apps with Notis in the middle.
Linear and Fingertip, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Fingertip.