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Notis

Give customer-impacting issues a CRM reference

Some product issues matter to a specific customer relationship. Notis can add a relevant reference to the matching ForceManager company record when that issue is created.

Trigger

Public Team Issue Created

Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.

Action

Update Company

Update Company

Why this helps

Customer impact recorded in an issue can be disconnected from the company record needed to coordinate a response.

  • Keep customer impact visible in the CRM.
  • Make it easier to coordinate an informed response.
  • Avoid manually copying issue context into a 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 customer-impacting issues on matching companies.
  • 3Describe the criteria and concise CRM update in one plain-language instruction.
  • 4Choose the Public Team Issue Created trigger and a channel for run reports.
  • 5Test with one real public-team issue that identifies a customer.

Questions about this workflow

Does this trigger include private-team issues?

No. Choose the private-team issue trigger for issues in private Linear teams.

What if the issue affects multiple companies?

Tell Notis to update only companies it can confidently match and to summarize the impact clearly.

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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