Connect private product work to customer records
Some customer-related work belongs in a private team. Notis can record a concise reference on the matching ForceManager company when a relevant issue is created.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Update Company
Update Company
Why this helps
Private product work can be difficult for customer-facing teammates to discover when no CRM reference exists.
- Make customer-facing work easier to discover from the CRM.
- Reduce manual handoffs from private product work.
- Keep references concise and connected to the right company.
Setup
Build it in a few focused steps.
- 1Connect Linear and ForceManager to Notis once through the portal with access to the private team.
- 2Create an automation in the portal or ask Notis to add relevant new issues to matching companies.
- 3Describe the customer relevance and safe summary in a single plain-language instruction.
- 4Choose the Private Team Issue Created trigger and a channel for run reports.
- 5Test with one real private issue and a known company match.
Questions about this workflow
Will private issue details be copied wholesale?
Ask Notis to add only a concise, appropriate reference and to skip content that should not be shared in the CRM.
Can it match a company from an issue reference?
The prompt can direct Notis to use available details and skip the update if it cannot confidently identify the company.
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.
Delete Activity
Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
Comment Received Trigger
Triggered when a comment is received.
Delete Contact
Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete View
Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
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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