Sync Project Scope to Salesforce Opportunities
When a Linear project's scope changes, products are automatically added to the opportunity. Revenue implications are captured instantly.
Trigger
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.
Action
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.
Why this helps
Scope changes in Linear don't update opportunities in Salesforce, causing inaccurate forecasting and missed upsell tracking.
- Scope changes are automatically reflected in revenue forecasts
- Upsell opportunities are never missed
- Accurate pipeline visibility is maintained
- Deal evolution is tracked in real-time
Setup
Build it in a few focused steps.
- 1Connect Linear and Salesforce.
- 2Create an automation: 'When project properties change in Linear, add products to the related Salesforce opportunity.' Select your notification channel.
- 3Notis will ask how to map scope changes to products. Describe the pattern (e.g., 'add a premium support product if the priority increases').
- 4Test by modifying a project's properties like scope, priority, or budget.
Questions about this workflow
Which products should be added?
You define the mapping. Tell Notis which products correspond to scope changes (e.g., 'if hours increase by 20%, add premium support product').
What if no matching opportunity exists?
Notis will notify you so you can create the opportunity or clarify the mapping.
Can I customize product quantities or pricing?
Yes. Describe your pricing logic and Notis will apply it automatically.
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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