Trigger Post-Sale Workflows with Deal Closure Webhooks
The moment a deal closes, Notis creates a Linear issue with your full onboarding checklist. No more delays before setup starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Deals close in Salesforce, but delivery doesn't know until sales remembers to send a message. In the meantime, customers are frustrated by the lack of setup activity.
- Delivery and onboarding teams are instantly alerted the moment a deal closes
- Every deal closes with a pre-populated checklist so nothing is forgotten
- Customer experience improves because setup starts immediately
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Ask Notis: 'Give me a webhook URL that triggers when deals close in Salesforce.'
- 3Set up a Salesforce workflow to call that webhook when opportunities move to 'Closed Won'.
- 4Tell Notis: 'Create a Linear issue in the Onboarding project with our standard implementation checklist, assigned to whoever's on delivery this week.'
- 5Test by marking a test opportunity as 'Closed Won' and verifying the onboarding issue appears in Linear immediately.
Questions about this workflow
Can the onboarding issue template vary by customer type or deal size?
Yes. Include customer type or deal amount in the webhook. Tell Notis: 'Use the enterprise checklist for $500k+ deals, standard checklist otherwise.'
How do I include customer-specific details in the onboarding issue?
Pass them in the webhook payload (account name, contact info, contract details). Notis will populate the issue with those details automatically.
Can I create multiple issues (one for onboarding, one for billing, one for CSM)?
Yes. Create multiple automations or tell Notis: 'Create three issues: Onboarding, Billing, and Customer Success.' It creates them all.
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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