Keep project ownership changes visible in customer records
If a project lead change affects the customer point of contact, Notis can update the relevant existing JobNimbus contact using the details in the project context.
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 Contact
Tool to update an existing contact. use when you have a contact's jnid and need to modify its fields. call after fetching or creating a contact.
Why this helps
A change in project ownership can leave customer records pointing to someone who no longer handles the work.
- Prompt customer records to reflect ownership changes.
- Reduce manual coordination after a lead handoff.
- Make the customer point of contact easier to keep current.
Setup
Build it in a few focused steps.
- 1Connect Linear and JobNimbus to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Describe in one instruction when a project lead change should update an existing JobNimbus contact.
- 4Choose the Linear Project Properties Updated trigger and a report channel.
- 5Test with one real lead change and confirm the correct contact was updated.
Questions about this workflow
Does a new project lead always have to be the customer contact?
No. Use the prompt to specify when the project lead change actually changes the customer point of contact.
Can this create a new contact?
The chosen JobNimbus action updates an existing contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Jobnimbus. A trigger fires from one place; an action lands in another.
Linear triggers
Jobnimbus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Activity by ID
Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
Comment Received Trigger
Triggered when a comment is received.
Get Contact by ID
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
Issue Created Trigger
Triggered when a new issue is created.
List Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create File Attachment Type
Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.
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).
Create Material Order
Tool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Workflow Status
Tool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.
Connect any two apps with Notis in the middle.
Linear and Jobnimbus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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