Turn Issue Updates Into Sales Follow-Ups

Every time an issue is updated in Linear, a task appears in Salesforce. Your team stays on top of changes without checking both tools.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Salesforce logo

Action

Create task

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Why this helps

Issue status changes go unnoticed because sales doesn't monitor Linear. Follow-ups get postponed, and momentum stalls.

  • Your team never misses a critical update
  • Tasks are distributed automatically without manual assignment
  • Context-switching is eliminated—everything is in Salesforce
  • Momentum on deals and projects never stalls

Setup

Build it in a few focused steps.

  • 1Connect Linear and Salesforce to Notis.
  • 2Create an automation: 'When an issue is updated in Linear, create a task in Salesforce.' Choose your notification channel.
  • 3Tell Notis the priority level and due date for these tasks (e.g., 'mark as high priority' or 'due in 2 days').
  • 4Test by updating a Linear issue—a new task appears in Salesforce.

Questions about this workflow

What counts as an 'update' in this automation?

Any change to an issue triggers this: status change, assignment change, label change, priority change, or description update.

Won't this create too many tasks?

You can refine the trigger. Tell Notis to create tasks only for high-priority issues, specific teams, or certain types of changes.

Can tasks be assigned to specific people?

Yes. Describe how you want tasks assigned (e.g., 'assign to the issue owner' or 'assign to the sales lead'), and Notis will handle it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Salesforce. A trigger fires from one place; an action lands in another.

Linear logo

Linear triggers

Salesforce logo

Salesforce actions

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

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

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

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

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

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.

TriggerPolling

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

ActionInstant

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.

TriggerPolling

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Linear and Salesforce. Any combination from 985+ integrations.

When this happens · Trigger

Do this · Action

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