Bring Insighto contact field references into project kickoff
Start customer-facing projects with an easy reference to the contact metadata your team already has.
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
Read Contact Custom Field List
Tool to retrieve a list of custom fields associated with contacts. use when you need to inspect or sync contact metadata definitions.
Why this helps
Kickoff planning can overlook the customer fields needed to understand or organize follow-up.
- Prompt a field reference lookup when a project is created.
- Help project planning account for existing customer metadata.
- Make the field list easier to find before detailed work begins.
Setup
Build it in a few focused steps.
- 1Connect Linear and Insighto ai to Notis once through the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Give Notis one plain-language instruction to retrieve Insighto contact custom fields when a new project involves customer follow-up or segmentation.
- 4Select the Linear Project Created trigger and choose a channel for run reports.
- 5Test with one real project and confirm the custom field list is returned.
Questions about this workflow
Does this set up project-specific fields?
No. It lists existing Insighto contact custom fields so the team can review them.
Does the project trigger include private teams?
Yes. The Linear Project Created trigger covers projects in public and private teams visible to the connected user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Insighto ai. A trigger fires from one place; an action lands in another.
Linear triggers
Insighto ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Intent
Tool to create a new intent in insighto.ai. use when adding custom intents before training or deployment. call after confirming intent attributes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Provider
Tool to create a new provider. use after obtaining org id to register the provider.
Comment Received Trigger
Triggered when a comment is received.
Create Widget
Tool to create a new widget with specified attributes. use after confirming assistant id and widget type.
Issue Created Trigger
Triggered when a new issue is created.
Get Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get List Of Contacts
Tool to fetch a paginated list of contacts. use after confirming a valid api key to iterate through pages of contacts.
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).
Get List Of Conversations
Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get List Of Datasources
Tool to list all existing data sources. use when you need to fetch the complete set of data sources.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Read Contact Custom Field List
Tool to retrieve a list of custom fields associated with contacts. use when you need to inspect or sync contact metadata definitions.
Connect any two apps with Notis in the middle.
Linear and Insighto ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Insighto ai.