Preserve Private Team Insights in Salesforce
Sensitive discussions in private Linear teams are automatically captured as Salesforce notes. Your team stays informed without exposing sensitive details.
Trigger
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).
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important feedback in private teams isn't captured anywhere, creating knowledge gaps in your CRM. Sensitive discussions remain isolated.
- Sensitive feedback is securely captured and organized
- Your team sees the full context without viewing Linear directly
- Privacy is maintained while enabling collaboration
- Important insights are never lost
Setup
Build it in a few focused steps.
- 1Connect Linear and Salesforce.
- 2Create an automation: 'When someone comments on a private team issue in Linear, create a note in Salesforce.' Choose your notification preference.
- 3Notis will capture the comment with appropriate privacy context.
- 4Test by commenting on a private team issue.
Questions about this workflow
Is this automation private too?
The automation itself follows your Salesforce permissions. Notes are visible to whoever has access to that Salesforce record.
What if I want to exclude certain comments?
Tell Notis to skip comments marked confidential or from certain channels.
Can I filter by team or project?
Yes. Customize to capture from specific private teams or projects only.
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 triggers
Salesforce actions
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
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.
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.
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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