Convert Salesforce Leads into Linear Tasks Automatically
Stop manually copying leads from Salesforce into Linear. The moment a new lead arrives, it's already on your team's radar as a Linear issue.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
You're constantly switching between Salesforce and Linear to track new leads, and you often forget which leads haven't been moved over yet. This context-switching kills momentum and leads get lost.
- Every new lead is immediately visible in your Linear workspace
- No more manual data entry or duplicate tracking
- Your sales and dev teams stay synchronized without back-and-forth
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Linear accounts to Notis (one-time setup in the Notis portal).
- 2Tell Notis in plain language: 'When a new lead is created in Salesforce, create a Linear issue with the lead name and details.'
- 3Choose where Notis sends run notifications (Slack, email, or Telegram).
- 4Pick 'New Lead Trigger' as your trigger.
- 5Test with one real lead to confirm the issue appears in Linear within seconds.
Questions about this workflow
Can I customize the Linear issue title and description based on lead fields?
Yes. Tell Notis exactly what you want: e.g., 'include lead source, budget, and company name in the issue.' Notis interprets that and pulls the right fields from Salesforce.
Will this work if my Salesforce lead has custom fields?
Yes. Notis can access all standard and custom Salesforce fields. Just mention them in your automation prompt.
What if I want different workflows for different lead sources?
Create multiple automations. One for high-budget leads, one for referrals, etc. Each automation has its own trigger and plain-language instruction.
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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