Connect customer-facing projects to company records
A new project can affect a customer conversation. Notis can add a concise project reference to the matching ForceManager company so teams can find it when needed.
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
Update Company
Update Company
Why this helps
Customer-facing projects can begin without a corresponding CRM note, making later sales coordination harder.
- Make customer-facing project context easier to find in the CRM.
- Reduce manual handoffs between project setup and sales follow-up.
- Keep a useful reference to the project on the company record.
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 to record relevant new project context in ForceManager.
- 3Give Notis one plain-language instruction that explains which projects matter and what context to capture.
- 4Choose the Linear Project Created trigger and a channel for run reports.
- 5Test with one real customer-facing project and its matching company.
Questions about this workflow
Should every project update a company?
No. The instruction should limit the workflow to customer-facing projects with a confidently matched company.
Can the project reference be included?
Ask Notis to include the project name or link where 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.
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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