Turn Salesforce Opportunities into Linear Milestones
The moment an opportunity is created or updated in Salesforce, your Linear workspace knows about it. No more waiting for a sales call to hear about a new deal.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Opportunities are won or moved to advanced stages, but your delivery team finds out days later because nobody remembers to tell them. This delay means scrambled onboarding and missed deadlines.
- Delivery and onboarding teams are automatically looped in when deals move forward
- No more missed handoffs or surprise deadlines
- Each opportunity has a dedicated Linear issue for collaboration and planning
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis in the portal.
- 2Ask Notis: 'When a new or updated opportunity is created in Salesforce, create a Linear issue titled with the account name and opportunity name.'
- 3Select 'New or Updated Opportunity' as your trigger.
- 4Choose your notification channel (Slack, email, or Telegram).
- 5Test by creating or updating an opportunity in Salesforce and watching the Linear issue appear instantly.
Questions about this workflow
Can I set different linear projects based on the opportunity stage or value?
Absolutely. Tell Notis: 'Create a high-priority issue for opportunities over $50k' or 'use the Implementation project for new deals.' Notis uses your rules.
What fields from Salesforce show up in the Linear issue?
Whatever you ask for. Your prompt controls it: amount, stage, close date, customer name, etc. Just mention what matters to your team.
Can I update the Linear issue when the opportunity stage changes?
Yes. Create a second automation using the same trigger, with a prompt like 'Update the Linear issue to reflect stage changes and adjust priority.' Notis will find and update the matching issue.
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.
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When this happens · Trigger
Do this · Action
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