Automate Implementation Checklists for New Accounts
When a new account lands in Salesforce, Notis instantly creates a Linear issue with your standard implementation steps. Your onboarding team never misses an account.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
New accounts get created in Salesforce, but nobody remembers to flag them for onboarding in Linear. Customers wait for setup while your team fumbles around looking for who's responsible.
- Onboarding starts the moment a deal closes without waiting for a notification
- Every account gets a consistent implementation checklist in Linear
- Your team knows exactly what to do because the issue is pre-populated
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'When a new account is created in Salesforce, create a Linear issue with a title like "Set up [Account Name]" and include standard onboarding steps.'
- 3Select 'Account Created or Updated' as your trigger (you can refine to only new accounts in your prompt).
- 4Pick your notification channel.
- 5Test by creating a new account in Salesforce and verify the Linear issue appears with your onboarding checklist.
Questions about this workflow
Can I include custom onboarding steps specific to each customer type?
Yes. Tell Notis to vary the checklist based on account type or industry. E.g., 'For enterprise accounts, include security review. For SMB, skip that step.'
How do I assign the Linear issue to the right onboarding person?
Mention it in your prompt: 'Assign to Sarah' or 'Assign to whoever is covering this quarter.' Notis will handle it.
What if we have different onboarding timelines for different customers?
Create multiple automations with different triggers and prompts. One for high-value accounts (fast track), one for standard customers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Linear. A trigger fires from one place; an action lands in another.
Salesforce triggers
Linear actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create a comment
Creates a new comment on a specified linear issue.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Not just Salesforce and Linear. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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