Review agency follow-ups across Agencyzoom and Linear
Bring issue tracking and account context together in one scheduled review so important follow-ups are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Linear issues
Lists non-archived linear issues; if project id is not specified, issues from all accessible projects are returned. can also filter by assignee id to get issues assigned to a specific user.
Why this helps
A team can miss follow-up gaps when open work and current client context are checked in separate places.
- Review open work with relevant account context
- Spot follow-ups that may need a next step
- Reduce context switching during pipeline reviews
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 which open issues and Agencyzoom context to review and what gaps to report.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real follow-up review.
Questions about this workflow
Does this action create or update issues?
No. The selected Linear action lists non-archived issues. This workflow reviews and reports on them.
Can it identify an issue with no matching Agencyzoom record?
It can flag that the information was not found if the connected data allows matching. It should not invent a client or account association.
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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