Move qualified Agile CRM leads into Linear follow-up
Give every qualified lead a clear next step in the place your team already plans work.
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
Qualified leads can stall when CRM follow-up lives outside the team's shared work queue.
- Create a visible follow-up task from a lead event you send to Notis.
- Include relevant lead context in the issue description.
- Reduce manual copying between sales tracking and team planning.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Linear once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Linear issue for each qualified lead webhook and include the lead details and requested next step.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified lead webhook.
Questions about this workflow
Does Agile CRM start this automatically?
Agile CRM trigger events are not available in this workflow catalog, so an HTTP request to the Notis webhook starts the automation.
What should the webhook contain?
Include the lead information and qualification context that Notis should use. Any missing next-step details must be supplied in the request or prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Linear. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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