Clone Opportunity Patterns Automatically
When you create a project in Linear, a pre-built opportunity is cloned in Salesforce. Your deal structure stays consistent without manual setup.
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
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.
Why this helps
New opportunities require manual setup each time, creating inconsistency and missed details. Templates exist but need manual cloning.
- Opportunity setup is instant and consistent
- No manual configuration or missed details
- Opportunity structure matches your proven template
- Your sales process is standardized
Setup
Build it in a few focused steps.
- 1Set up a template opportunity in Salesforce with all standard fields, products, and configuration you want cloned.
- 2Connect Linear and Salesforce.
- 3Create an automation: 'When a project is created in Linear, clone an opportunity template in Salesforce.' Choose your notification channel.
- 4Notis will ask which template to clone. Select your standard template.
- 5Test by creating a sample project.
Questions about this workflow
Can I use multiple templates?
Yes. Tell Notis how to choose the template based on project type or team (e.g., 'use enterprise template for large projects').
What fields get cloned?
All fields from the template except system fields. You can customize which to clone or exclude.
Can the clone include products or team?
Yes. Notis clones everything from the template, including line items and team members if configured.
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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