Keep new customer onboarding follow-ups in Linear
Turn a new customer record into a reminder the team can see, without starting a separate manual checklist.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
New customers can be added while you are focused elsewhere, and onboarding follow-up may depend on remembering to start it.
- Give a defined onboarding follow-up a visible home.
- Reduce the mental overhead of remembering new customer steps.
- Keep customer onboarding work in the team's Linear flow.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Linear to Notis once through the portal.
- 2Create an automation and describe in plain language the specific onboarding follow-up issue to create when a new Zendesk user is added.
- 3Select Zendesk New User Created as the trigger and choose a channel for run reports.
- 4Test with one real new user event and review the issue.
Questions about this workflow
Will this create an issue for every new user?
The event is for newly created Zendesk users. State the onboarding follow-up you want Notis to create in the instruction.
Can the issue avoid unnecessary personal details?
Ask Notis to include only the customer context needed for the follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Linear. A trigger fires from one place; an action lands in another.
Zendesk triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
New User Created
Triggered when a new user is created in Zendesk.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Zendesk and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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