Keep Account Tier Labels Updated Monthly in Linear
Your Linear labels don't match your Salesforce account tiers because you updated them manually once and never again. This automation keeps them in sync every month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Why this helps
You have enterprise, mid-market, and SMB accounts in Salesforce, but your Linear labels are outdated because updating them manually got lost in the shuffle. Your team ends up guessing which tier an account belongs to.
- Your Linear labels always reflect your current account tiers from Salesforce
- Every issue is automatically labeled by account size so priority is obvious
- No more guessing which customers are enterprise vs. SMB
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'On the first day of each month, create or update Linear labels for Enterprise, Mid-Market, and SMB based on Salesforce account ARR. Use colors to distinguish tiers.'
- 3Select 'Recurring schedule (cron)' as your trigger.
- 4Choose 'First day of month' or 'First Monday of month'—whatever fits your process.
- 5Test by running the workflow manually to see the labels created, then let it run automatically.
Questions about this workflow
Can I use different criteria than account size?
Yes. Tell Notis: 'Tier by industry' or 'Tier by engagement level' or 'Use my custom Salesforce field.' Your automation, your logic.
What if the tier definitions change?
Update your prompt. E.g., 'Enterprise is now $100k+ ARR (was $50k+).' Notis applies the new rules next month.
Can I assign colors to the labels automatically?
Yes. Tell Notis: 'Enterprise labels should be red, Mid-Market orange, SMB green.' Your team will visually see tier priorities instantly.
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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