Sync Opportunity Stages to Linear Labels
Your Linear issues now reflect the stage of the opportunity they represent. As deals progress in Salesforce, your Linear issues update automatically.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Why this helps
A deal progresses from prospecting to negotiation to closing, but your Linear issue stays labeled as 'new' because nobody updated it. Your team doesn't know which deals are hot and which are stalled.
- Opportunity stage is visible in Linear without checking Salesforce
- Your team can filter by stage instantly (show prospecting vs. negotiation deals)
- Deal momentum is obvious: deals moving through stages quickly are labeled differently than stuck deals
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'When an opportunity stage changes in Salesforce, update the Linear issue label to match (Prospecting, Qualification, Negotiation, Closing, Closed).'
- 3Select 'New or Updated Opportunity' as your trigger.
- 4Choose your notification channel.
- 5Test by moving an opportunity between stages in Salesforce and verifying the Linear label updates.
Questions about this workflow
Can I customize label names for each stage?
Yes. Tell Notis: 'Prospecting should be labeled Discovery, Qualification should be labeled Demo, etc.' Your terminology, your labels.
What if an opportunity skips stages?
Tell Notis: 'Update the label to the current stage.' It will jump stages if the opportunity does.
Can I use colors to distinguish fast-moving deals from stalled ones?
Yes. Tell Notis: 'Label old-stage deals in gray, fresh deals in green, stalled deals in red.' Visual signals speed decisions.
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.
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When this happens · Trigger
Do this · Action
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