Sync All Linear Issues to Salesforce Status Weekly
Every Friday, Notis reconciles all your Linear issues with their Salesforce counterparts so nothing drifts out of sync during the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update issue
Updates an existing linear issue using its `issue id`; requires at least one other attribute for modification, and all provided entity ids (for state, assignee, labels, etc.) must be valid.
Why this helps
Salesforce and Linear get out of sync during the week. Some deals close in Salesforce but the Linear issue stays open. Some contacts change status but nobody updates the related issue. By end of week, the two systems are a mess.
- Friday sync catches drift before the team loses track
- No more stale issues cluttering your Monday morning
- Your team starts each week with Salesforce and Linear perfectly aligned
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'Every Friday at 4 PM, sync all Linear issues to their matching Salesforce records. Update status, priority, and owner. Report any mismatches.'
- 3Select 'Recurring schedule (cron)' as your trigger.
- 4Choose 'Friday 4 PM' or end-of-week timing that works for your team.
- 5Test by running manually to see which issues get updated, then let it run automatically.
Questions about this workflow
How does Notis match Linear issues to Salesforce records?
You tell it in your prompt: 'Match by account name' or 'Use the Salesforce ID stored in the issue description.' Your matching logic.
What if Linear and Salesforce disagree on status?
Tell Notis which source wins: 'Salesforce is the source of truth' or 'Keep the more recent status from either system.' Your tiebreaker rule.
Can I run this more than once a week?
Absolutely. Change your prompt to 'Every Tuesday and Friday' or 'Daily at 6 PM.' Whatever keeps systems in sync without overrunning your team.
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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