Escalate High-Priority Issues to Sales Tasks

When priority increases on a public team issue, a high-priority task automatically appears in Salesforce. Urgent work is never missed.

Trigger

Public Team Issue Properties Updated

Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.

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

Priority changes in Linear aren't visible in Salesforce. Critical escalations are missed because your team doesn't monitor both systems.

  • Priority escalations reach your team instantly
  • No critical work gets missed due to tool switching
  • Your team reacts immediately to urgent changes
  • Escalation workflow is completely automated

Setup

Build it in a few focused steps.

  • 1Connect Linear and Salesforce.
  • 2Create an automation: 'When an issue in a public team increases in priority, create a high-priority task in Salesforce.' Select your notification channel.
  • 3Notis will ask what priority level should trigger tasks (e.g., 'urgent or critical only' or 'any increase from low to medium').
  • 4Test by increasing an issue's priority in a public team.

Questions about this workflow

What priority levels trigger task creation?

You define this. Example: 'create tasks when priority changes to urgent or critical, but not for routine changes.'

Who should the task be assigned to?

Tell Notis how to assign—examples: 'assign to the issue's assignee,' 'assign to the team lead,' or 'create unassigned and let the team claim it.'

Can I include context about why priority changed?

Yes. If the issue's description explains the change, Notis can include it in the task.

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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