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Notis

Carry customer context from Linear into ForceManager

Capture customer details once, where they belong. When a new Linear issue contains meaningful company context, Notis can update the matching ForceManager company record.

Trigger

Issue Created Trigger

Triggered when a new issue is created.

Action

Update Company

Update Company

Why this helps

Useful customer details can land in an issue and never make it into the CRM, leaving the next sales conversation without context.

  • Keep relevant customer context in the CRM without retyping it.
  • Give sales and product a shared reference to the original issue.
  • Reduce follow-up work after logging customer feedback.

Setup

Build it in a few focused steps.

  • 1Connect Linear and ForceManager to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis conversationally for this workflow.
  • 3Use one plain-language instruction to update the matching company when a new issue includes customer context.
  • 4Choose the Linear Issue Created trigger and a channel for run reports.
  • 5Test with one real issue that clearly identifies a company.

Questions about this workflow

Does this update every company record for every new issue?

The instruction should tell Notis to act only when the issue provides enough information to identify a matching company and relevant context.

Can Notis preserve the issue reference?

Ask Notis to include the Linear issue identifier or link in its company update when available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Forcemanager. A trigger fires from one place; an action lands in another.

Linear triggers

Forcemanager actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Activity

Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Company

Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Delete Contact

Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Delete Sales Order

Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Delete Sales Order Line

Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message.

ActionInstant

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).

TriggerPolling

Delete Master Data Value

Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Delete View

Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Get Activity

Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Forcemanager, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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