Weekly Salesforce Lead Digest for Sales Planning
Instead of hunting through Salesforce for leads each Monday, Notis delivers a consolidated summary straight into Linear. One issue, all the context, no switching apps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Every Monday your team scrambles to figure out which leads are active and who owns what. Some people check Salesforce, others ask around, and the whole process burns 20+ minutes that could be spent actually selling.
- Your team starts the week with a clear picture of all active leads in one place
- No more twenty-minute 'what's in the pipeline' conversations
- Leads are ranked by your criteria (age, value, stage) so priorities are obvious
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis.
- 2Tell Notis: 'Every Monday at 8 AM, create a Linear issue titled 'Weekly Lead Digest' with all new and active leads from Salesforce. Include owner, company, and lead source. Sort by age (oldest first).'
- 3Select 'Recurring schedule (cron)' as your trigger.
- 4Choose 'Monday 8 AM' or whatever time your team starts the week.
- 5Test by manually running the workflow to see the digest format, then let it run automatically next Monday.
Questions about this workflow
Can I customize which leads show up in the digest?
Yes. Tell Notis: 'Only include leads over $10k in value' or 'Skip leads older than 60 days.' Your criteria, your digest.
What if I want the digest at a different time?
Just change your prompt. E.g., 'Every Friday at 3 PM' or 'Tuesday morning at 7 AM.' Notis adjusts the schedule.
Can I get daily digests instead of weekly?
Absolutely. Create another automation with the same prompt but change the schedule to daily. Multiple digests for different cadences.
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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