Escalate Urgent Tasks from Salesforce to Linear
An urgent task is created in Salesforce, and your team instantly sees it as a high-priority issue in Linear. No delays, no missed urgencies.
Trigger
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.
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
A task gets marked urgent in Salesforce, but it's buried in your email or Slack history before your team sees it. By the time someone notices, the deadline has passed.
- Urgent tasks get immediate visibility in Linear where your team is working
- No more urgent deadlines slipping past because they were in email
- Your team's task list in Linear reflects real priorities from Salesforce
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'When a task is created with urgent priority in Salesforce, create a high-priority Linear issue with the task details and due date.'
- 3Select 'Task Created or Completed' as your trigger (refine to urgent only in your prompt).
- 4Choose your notification channel.
- 5Test by creating an urgent task in Salesforce and verifying it appears as high-priority in Linear immediately.
Questions about this workflow
How does Notis know which tasks are urgent?
It looks at the Salesforce Priority field or a custom field. Tell Notis: 'If Priority = Urgent, create a high-priority Linear issue.'
Can I assign urgent issues to specific team members?
Yes. Tell Notis: 'Assign urgent issues to Sarah' or 'Assign based on rotation.' Your assignment logic.
What if I want to set a shorter due date for urgent tasks in Linear?
Tell Notis: 'Set the Linear due date to 24 hours from task creation' or 'Set to end of today.' Your urgency rule.
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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