Track Agencyzoom client record reviews in Linear
Give each important record review a clear question and a trackable follow-up, without manually moving context between tools.
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
A client record can need attention without anyone having a visible, specific task to resolve it.
- Turn a review request into visible work
- Include the review question in the issue
- Make follow-up easier to assign and complete
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Linear once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, describe the review request and the client context that should appear in the issue.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real record review request.
Questions about this workflow
Can the issue include an account summary?
Yes, instruct Notis to include a concise summary using the client details returned by Agencyzoom.
Does the workflow verify that a record is incorrect?
It can flag evidence or questions for review, but it should not claim a record is wrong without supporting information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Linear. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
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.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
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.
Agencyzoom and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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