Keep form contact records aligned with project ownership
Carry a change in project responsibility into the contact record that supports it.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
Update Visitor
Tool to update an existing visitor for a given form. Use when you have the formId and visitorId and need to modify visitor details. Only include fields you want to change.
Why this helps
When ownership changes, associated form contact details can go stale and create uncertainty about who to contact.
- Keeps a relevant contact record up to date.
- Reduces confusion about project ownership.
- Avoids a separate manual update reminder.
Setup
Build it in a few focused steps.
- 1Connect Linear and Formdesk to Notis once through the portal.
- 2Create an automation in the portal or tell Notis the intended outcome.
- 3Ask Notis to update the relevant Formdesk visitor's project contact details when the Linear project lead changes, using a clear rule to identify that visitor.
- 4Choose the Linear Project Properties Updated trigger and a channel for run reports.
- 5Test with a real lead change and verify the correct visitor record.
Questions about this workflow
Will every project property change update a visitor?
Describe the lead-change condition in the prompt and identify the visitor record clearly.
Does the action replace all visitor data?
The Update Visitor action should include only the details that need to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Formdesk. A trigger fires from one place; an action lands in another.
Linear triggers
Formdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Automatic Login
Tool to perform automatic login to Formdesk and retrieve an access token. Use when you need to authenticate with username and password.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Formdesk Entry
Tool to submit a new entry to a Formdesk form. Use after collecting all form field values to send a new entry for a specific formId. Example: "Submit entry to form 12345 with first_name='Bob', email='bob@example.com'."
Comment Received Trigger
Triggered when a comment is received.
Create Field
Tool to create a new field in a specific Formdesk form. Use after you have the formId and need to extend the form schema with an additional input.
Issue Created Trigger
Triggered when a new issue is created.
Create Visitor
Tool to add a new visitor to a specific Formdesk form. Use when you need to register a visitor's metadata (e.g., name, email) before submitting entries.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Formdesk Entry
Tool to delete a specific entry from a Formdesk form. Use after confirming the target entry exists.
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 Field in Formdesk
Tool to delete a specific field in a Formdesk form. Use after confirming formId and fieldId.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Form in Formdesk
Tool to delete a specific form. Use when you need to permanently remove a form after confirming it's no longer needed.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Delete Visitor in Formdesk
Tool to delete a specific visitor in a Formdesk form. Use after confirming formId and visitorId.
Connect any two apps with Notis in the middle.
Linear and Formdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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