Create Contacts Automatically From Project Launches
When a project starts in Linear, key team members automatically become contacts in Salesforce. Your customer network grows instantly.
Trigger
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.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Project teams aren't reflected in your Salesforce contact database, creating blind spots about who you're actually working with and limiting relationship tracking.
- Customer contact networks are built automatically
- You know exactly who you're working with across projects
- Relationship history is preserved in your CRM
- Team changes are tracked and visible to sales
Setup
Build it in a few focused steps.
- 1Connect Linear and Salesforce.
- 2Create an automation: 'When a project is created in Linear, create a contact in Salesforce.' Select your notification channel.
- 3Notis will create a primary contact based on the project lead. You can ask Notis to create contacts for all team members assigned to the project.
- 4Test by launching a sample project with team members assigned.
Questions about this workflow
Which team member becomes a contact?
By default, the project lead becomes the contact. You can customize this to include all members, or specific roles like the project manager or technical lead.
If a contact already exists, will a duplicate be created?
Notis can check existing contacts by email or name to prevent duplicates.
Can I capture contact information like phone or email from Linear?
Yes, if that information is stored in Linear custom fields. Notis can extract and map it to Salesforce contact fields.
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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